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Hanson & Doremus Investment Management’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Hanson & Doremus Investment 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
2017
Q4 		– Sell
-293
Closed -$4K – 497
2017
Q3 		$4K Buy
+293
New +$6.42K ﹤0.01% 455

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TPW
Tiller Private Wealth Bethlehem, Pennsylvania $319M AUM 23.48% 1-Year Est. Return

Hanson & Doremus Investment Management's EVT Position: Q4 2017 in Review

Hanson & Doremus Investment Management sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q4 2017, closing a stake of 293 shares — an estimated $4K sold.

Hanson & Doremus Investment Management first reported a position in EVT in Q3 2017 and held it in 1 quarter. The position peaked at $4K in Q3 2017. 99 funds tracked by Wall St. Rank hold EVT as of Q4 2017.

  • Hanson & Doremus Investment Management reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q4 2017 after selling out during the quarter.
  • Hanson & Doremus Investment Management sold 293 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q4 2017, an estimated $4K.
  • Hanson & Doremus Investment Management first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q3 2017 and held it in 1 quarter.
  • Hanson & Doremus Investment Management's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $4K in Q3 2017.
  • 99 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q4 2017.

Based on Hanson & Doremus Investment Management's 13F filing for Q4 2017, filed 25 Jan 2018.