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

IHT 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
2018 Q2	–	Sell	-1,975	Closed	-$43K	–	713
2018 Q1	$43K	Hold	1,975	–	–	0.01%	725
2017 Q4	$47K	Buy	+1,975	New	+$44.6K	0.01%	720

Other funds holding EVT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

FAM

Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

IHT Wealth Management's EVT Position: Q2 2018 in Review

IHT Wealth Management sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q2 2018, closing a stake of 1,975 shares — an estimated $43K sold.

IHT Wealth Management first reported a position in EVT in Q4 2017 and held it in 2 quarters. The position peaked at $47K in Q4 2017. 95 funds tracked by Wall St. Rank hold EVT as of Q2 2018.

IHT Wealth Management reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q2 2018 after selling out during the quarter.
IHT Wealth Management sold 1,975 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q2 2018, an estimated $43K.
IHT Wealth Management first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q4 2017 and held it in 2 quarters.
IHT Wealth Management's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $47K in Q4 2017.
95 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.