Kavar Capital Partners Group’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Kavar Capital Partners Group’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	-1,725	Closed	-$41K	–	233
2019 Q2	$41K	Buy	+1,725	New	+$40K	0.02%	245
2018 Q3	–	Sell	-1,725	Closed	-$40K	–	197
2018 Q2	$40K	Hold	1,725	–	–	0.02%	203
2018 Q1	$38K	Buy	+1,725	New	+$39.4K	0.02%	208
2016 Q1	–	Sell	-1,725	Closed	-$33K	–	182
2015 Q4	$33K	Hold	1,725	–	–	0.02%	191
2015 Q3	$31K	Hold	1,725	–	–	0.02%	196
2015 Q2	$34K	Buy	+1,725	New	+$35.4K	0.02%	205
2014 Q2	–	Sell	-1,725	Closed	-$33K	–	225
2014 Q1	$33K	Hold	1,725	–	–	0.03%	224
2013 Q4	$32K	Buy	+1,725	New	+$31.9K	0.03%	216

Other funds holding EVT

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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 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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Kavar Capital Partners Group's EVT Position: Q3 2019 in Review

Kavar Capital Partners Group sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q3 2019, closing a stake of 1,725 shares — an estimated $41K sold.

Kavar Capital Partners Group first reported a position in EVT in Q4 2013 and held it in 8 quarters. The position peaked at $41K in Q2 2019. 97 funds tracked by Wall St. Rank hold EVT as of Q3 2019.

Kavar Capital Partners Group reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q3 2019 after selling out during the quarter.
Kavar Capital Partners Group sold 1,725 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q3 2019, an estimated $41K.
Kavar Capital Partners Group first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q4 2013 and held it in 8 quarters.
Kavar Capital Partners Group's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $41K in Q2 2019.
97 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q3 2019.

Based on Kavar Capital Partners Group's 13F filing for Q3 2019, filed 12 Nov 2019.