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

Madden 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
2017 Q2	–	Sell	-233	Closed	-$4K	–	119
2017 Q1	$4K	Buy	+233	New	+$5.01K	﹤0.01%	237
2015 Q4	–	Sell	-465	Closed	-$8K	–	134
2015 Q3	$8K	Buy	+465	New	+$9.12K	0.01%	233

Other funds holding EVT

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 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

TPW

Tiller Private Wealth Bethlehem, Pennsylvania $319M AUM 23.48% 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

Madden Advisory Services's EVT Position: Q2 2017 in Review

Madden Advisory Services sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q2 2017, closing a stake of 233 shares — an estimated $4K sold.

Madden Advisory Services first reported a position in EVT in Q3 2015 and held it in 2 quarters. The position peaked at $8K in Q3 2015. 85 funds tracked by Wall St. Rank hold EVT as of Q2 2017.

Madden Advisory Services reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q2 2017 after selling out during the quarter.
Madden Advisory Services sold 233 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q2 2017, an estimated $4K.
Madden Advisory Services first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q3 2015 and held it in 2 quarters.
Madden Advisory Services's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $8K in Q3 2015.
85 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q2 2017.

Based on Madden Advisory Services's 13F filing for Q2 2017, filed 11 Aug 2017.