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IBEX Wealth Advisors’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

IBEX Wealth Advisors’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
Q3 		– Sell
-1,437
Closed -$34K – 161
2019
Q2 		$34K Buy
+1,437
New +$33.3K 0.01% 252

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
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 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

IBEX Wealth Advisors's EVT Position: Q3 2019 in Review

IBEX Wealth Advisors sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q3 2019, closing a stake of 1,437 shares — an estimated $34K sold.

IBEX Wealth Advisors first reported a position in EVT in Q2 2019 and held it in 1 quarter. The position peaked at $34K in Q2 2019. 97 funds tracked by Wall St. Rank hold EVT as of Q3 2019.

  • IBEX Wealth Advisors reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q3 2019 after selling out during the quarter.
  • IBEX Wealth Advisors sold 1,437 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q3 2019, an estimated $34K.
  • IBEX Wealth Advisors first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q2 2019 and held it in 1 quarter.
  • IBEX Wealth Advisors's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $34K in Q2 2019.
  • 97 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q3 2019.

Based on IBEX Wealth Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.