NEXT Financial Holdings’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

NEXT Financial Holdings’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	$2K	Buy	+105	New	+$2.23K	﹤0.01%	1448

Other funds holding EVT

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

SFS

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

NEXT Financial Holdings's EVT Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q1 2019: 105 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1448 among its holdings.

107 funds tracked by Wall St. Rank hold EVT as of Q1 2019.

NEXT Financial Holdings held 105 shares of Eaton Vance Tax-Advantaged Dividend Income Fund worth $2K as of Q1 2019.
Eaton Vance Tax-Advantaged Dividend Income Fund was a new NEXT Financial Holdings position in Q1 2019.
Eaton Vance Tax-Advantaged Dividend Income Fund made up ﹤0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #1448 holding.
107 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.