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Global Financial Private Capital’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Global Financial Private Capital’s Portfolio EVT Stock Details EVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-29,700
Closed -$662K – 495
2019
Q1 		$662K Buy
29,700
+8,578
+41% +$183K 0.03% 274
2018
Q4 		$566K Buy
+21,122
New +$468K 0.03% 242

Other funds holding EVT

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Global Financial Private Capital's EVT Position: Q2 2019 in Review

Global Financial Private Capital sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q2 2019, closing a stake of 29,700 shares — an estimated $662K sold.

Global Financial Private Capital first reported a position in EVT in Q4 2018 and held it in 2 quarters. The position peaked at $662K in Q1 2019. 98 funds tracked by Wall St. Rank hold EVT as of Q2 2019.

  • Global Financial Private Capital reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q2 2019 after selling out during the quarter.
  • Global Financial Private Capital sold 29,700 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q2 2019, an estimated $662K.
  • Global Financial Private Capital first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q4 2018 and held it in 2 quarters.
  • Global Financial Private Capital's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $662K in Q1 2019.
  • 98 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q2 2019.

Based on Global Financial Private Capital's 13F filing for Q2 2019, filed 14 Aug 2019.