Level Four Advisory Services’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Level Four Advisory Services’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	-10,426	Closed	-$198K	–	523
2018 Q4	$198K	Buy	+10,426	New	+$231K	0.02%	489
2018 Q3	–	Sell	-13,317	Closed	-$307K	–	596
2018 Q2	$307K	Sell	13,317 -1,222	-8%	-$27.7K	0.02%	473
2018 Q1	$318K	Buy	14,539 +226	+2%	+$5.17K	0.02%	431
2017 Q4	$333K	Sell	14,313 -1,500	-9%	-$33.9K	0.03%	432
2017 Q3	$350K	Hold	15,813	–	–	0.03%	388
2017 Q2	$336K	Hold	15,813	–	–	0.05%	341
2017 Q1	$336K	Buy	15,813 +2,334	+17%	+$50.2K	0.03%	388
2016 Q4	$277K	Buy	+13,479	New	+$269K	0.04%	379

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

Level Four Advisory Services's EVT Position: Q1 2019 in Review

Level Four Advisory Services sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q1 2019, closing a stake of 10,426 shares — an estimated $198K sold.

Level Four Advisory Services first reported a position in EVT in Q4 2016 and held it in 8 quarters. The position peaked at $350K in Q3 2017. 107 funds tracked by Wall St. Rank hold EVT as of Q1 2019.

Level Four Advisory Services reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q1 2019 after selling out during the quarter.
Level Four Advisory Services sold 10,426 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q1 2019, an estimated $198K.
Level Four Advisory Services first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q4 2016 and held it in 8 quarters.
Level Four Advisory Services's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $350K in Q3 2017.
107 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q1 2019.

Based on Level Four Advisory Services's 13F filing for Q1 2019, filed 15 May 2019.