Peoples Financial Services Corp’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Peoples Financial Services Corp’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 Q3	–	Sell	-800	Closed	-$19K	–	354
2019 Q2	$19K	Hold	800	–	–	0.01%	199
2019 Q1	$18K	Hold	800	–	–	0.01%	199
2018 Q4	$15K	Hold	800	–	–	0.01%	199
2018 Q3	$20K	Hold	800	–	–	0.01%	197
2018 Q2	$18K	Hold	800	–	–	0.01%	199
2018 Q1	$18K	Hold	800	–	–	0.01%	201
2017 Q4	$19K	Hold	800	–	–	0.01%	195
2017 Q3	$18K	Hold	800	–	–	0.01%	198
2017 Q2	$17K	Hold	800	–	–	0.01%	199
2017 Q1	$17K	Buy	+800	New	+$17.2K	0.01%	196

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

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

FAM

Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 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

Peoples Financial Services Corp's EVT Position: Q3 2019 in Review

Peoples Financial Services Corp sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q3 2019, closing a stake of 800 shares — an estimated $19K sold.

Peoples Financial Services Corp first reported a position in EVT in Q1 2017 and held it in 10 quarters. The position peaked at $20K in Q3 2018. 97 funds tracked by Wall St. Rank hold EVT as of Q3 2019.

Peoples Financial Services Corp reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q3 2019 after selling out during the quarter.
Peoples Financial Services Corp sold 800 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q3 2019, an estimated $19K.
Peoples Financial Services Corp first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q1 2017 and held it in 10 quarters.
Peoples Financial Services Corp's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $20K in Q3 2018.
97 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q3 2019.

Based on Peoples Financial Services Corp's 13F filing for Q3 2019, filed 16 Oct 2019.