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Investment Centers of America’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Investment Centers of America’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
-11,328
Closed -$249K – 134
2017
Q3 		$249K Buy
+11,328
New +$248K 0.02% 480

Other funds holding EVT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $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 $445B AUM 25.58% 1-Year Est. Return
TPW
Tiller Private Wealth Bethlehem, Pennsylvania $319M AUM 23.48% 1-Year Est. Return

Investment Centers of America's EVT Position: Q4 2017 in Review

Investment Centers of America sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q4 2017, closing a stake of 11,328 shares — an estimated $249K sold.

Investment Centers of America first reported a position in EVT in Q3 2017 and held it in 1 quarter. The position peaked at $249K in Q3 2017. 99 funds tracked by Wall St. Rank hold EVT as of Q4 2017.

  • Investment Centers of America reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q4 2017 after selling out during the quarter.
  • Investment Centers of America sold 11,328 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q4 2017, an estimated $249K.
  • Investment Centers of America first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q3 2017 and held it in 1 quarter.
  • Investment Centers of America's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $249K in Q3 2017.
  • 99 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q4 2017.

Based on Investment Centers of America's 13F filing for Q4 2017, filed 14 Feb 2018.