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Gupta Wealth Management’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Gupta Wealth Management’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
2016
Q1 		– Sell
-1,700
Closed -$33K – 1183
2015
Q4 		$33K Buy
+1,700
New +$33.2K 0.01% 527

Other funds holding EVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Gupta Wealth Management's EVT Position: Q1 2016 in Review

Gupta Wealth Management sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q1 2016, closing a stake of 1,700 shares — an estimated $33K sold.

Gupta Wealth Management first reported a position in EVT in Q4 2015 and held it in 1 quarter. The position peaked at $33K in Q4 2015. 83 funds tracked by Wall St. Rank hold EVT as of Q1 2016.

  • Gupta Wealth Management reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q1 2016 after selling out during the quarter.
  • Gupta Wealth Management sold 1,700 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q1 2016, an estimated $33K.
  • Gupta Wealth Management first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q4 2015 and held it in 1 quarter.
  • Gupta Wealth Management's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $33K in Q4 2015.
  • 83 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.