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MYCIO Wealth Partners’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

MYCIO Wealth Partners’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
2016
Q3 		– Sell
-10,305
Closed -$207K – 903
2016
Q2 		$207K Buy
+10,305
New +$205K 0.04% 165

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Morgan Stanley
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JIC
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWP
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FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

MYCIO Wealth Partners's EVT Position: Q3 2016 in Review

MYCIO Wealth Partners sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q3 2016, closing a stake of 10,305 shares — an estimated $207K sold.

MYCIO Wealth Partners first reported a position in EVT in Q2 2016 and held it in 1 quarter. The position peaked at $207K in Q2 2016. 74 funds tracked by Wall St. Rank hold EVT as of Q3 2016.

  • MYCIO Wealth Partners reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q3 2016 after selling out during the quarter.
  • MYCIO Wealth Partners sold 10,305 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q3 2016, an estimated $207K.
  • MYCIO Wealth Partners first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q2 2016 and held it in 1 quarter.
  • MYCIO Wealth Partners's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $207K in Q2 2016.
  • 74 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q3 2016.

Based on MYCIO Wealth Partners's 13F filing for Q3 2016, filed 3 Nov 2016.