Ledyard National Bank’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Ledyard National Bank’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 Q1	–	Sell	-475	Closed	-$9K	–	379
2018 Q4	$9K	Hold	475	–	–	﹤0.01%	611
2018 Q3	$12K	Hold	475	–	–	﹤0.01%	583
2018 Q2	$11K	Hold	475	–	–	﹤0.01%	601
2018 Q1	$10K	Hold	475	–	–	﹤0.01%	634
2017 Q4	$11K	Hold	475	–	–	﹤0.01%	643
2017 Q3	$11K	Hold	475	–	–	﹤0.01%	641
2017 Q2	$10K	Hold	475	–	–	﹤0.01%	608
2017 Q1	$10K	Hold	475	–	–	﹤0.01%	614
2016 Q4	$10K	Hold	475	–	–	﹤0.01%	491
2016 Q3	$10K	Buy	+475	New	+$9.8K	﹤0.01%	492

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

Cohen & Steers New York $63.2B AUM 17.15% 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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

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

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

Ledyard National Bank's EVT Position: Q1 2019 in Review

Ledyard National Bank sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q1 2019, closing a stake of 475 shares — an estimated $9K sold.

Ledyard National Bank first reported a position in EVT in Q3 2016 and held it in 10 quarters. The position peaked at $12K in Q3 2018. 107 funds tracked by Wall St. Rank hold EVT as of Q1 2019.

Ledyard National Bank reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q1 2019 after selling out during the quarter.
Ledyard National Bank sold 475 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q1 2019, an estimated $9K.
Ledyard National Bank first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q3 2016 and held it in 10 quarters.
Ledyard National Bank's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $12K in Q3 2018.
107 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q1 2019.

Based on Ledyard National Bank's 13F filing for Q1 2019, filed 12 Apr 2019.