KWMG LLC’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

KWMG LLC’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 Q2	–	Sell	-210	Closed	-$5K	–	223
2019 Q1	$5K	Hold	210	–	–	﹤0.01%	348
2018 Q4	$4K	Hold	210	–	–	﹤0.01%	375
2018 Q3	$5K	Hold	210	–	–	﹤0.01%	352
2018 Q2	$5K	Buy	+210	New	+$4.77K	﹤0.01%	349

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

KWMG LLC's EVT Position: Q2 2019 in Review

KWMG LLC sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q2 2019, closing a stake of 210 shares — an estimated $5K sold.

KWMG LLC first reported a position in EVT in Q2 2018 and held it in 4 quarters. The position peaked at $5K in Q1 2019. 98 funds tracked by Wall St. Rank hold EVT as of Q2 2019.

KWMG LLC reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q2 2019 after selling out during the quarter.
KWMG LLC sold 210 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q2 2019, an estimated $5K.
KWMG LLC first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q2 2018 and held it in 4 quarters.
KWMG LLC's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $5K in Q1 2019.
98 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q2 2019.

Based on KWMG LLC's 13F filing for Q2 2019, filed 10 Jul 2019.