People's United Financial’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

People's United Financial’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 Q3	–	Sell	-3,000	Closed	-$66K	–	650
2017 Q2	$66K	Hold	3,000	–	–	﹤0.01%	709
2017 Q1	$63K	Hold	3,000	–	–	﹤0.01%	710
2016 Q4	$62K	Hold	3,000	–	–	﹤0.01%	688
2016 Q3	$60K	Hold	3,000	–	–	﹤0.01%	552
2016 Q2	$60K	Hold	3,000	–	–	﹤0.01%	545
2016 Q1	$58K	Hold	3,000	–	–	﹤0.01%	546
2015 Q4	$58K	Hold	3,000	–	–	﹤0.01%	561
2015 Q3	$55K	Hold	3,000	–	–	﹤0.01%	553
2015 Q2	$59K	Hold	3,000	–	–	﹤0.01%	548
2015 Q1	$62K	Hold	3,000	–	–	﹤0.01%	535
2014 Q4	$62K	Hold	3,000	–	–	﹤0.01%	535
2014 Q3	$61K	Hold	3,000	–	–	﹤0.01%	533
2014 Q2	$62K	Hold	3,000	–	–	﹤0.01%	540
2014 Q1	$59K	Hold	3,000	–	–	﹤0.01%	506
2013 Q4	$57K	Hold	3,000	–	–	﹤0.01%	508
2013 Q3	$54K	Hold	3,000	–	–	﹤0.01%	504
2013 Q2	$55K	Buy	+3,000	New	+$56.7K	﹤0.01%	483

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

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

FAM

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

People's United Financial's EVT Position: Q3 2017 in Review

People's United Financial sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q3 2017, closing a stake of 3,000 shares — an estimated $66K sold.

People's United Financial first reported a position in EVT in Q2 2013 and held it in 17 quarters. The position peaked at $66K in Q2 2017. 86 funds tracked by Wall St. Rank hold EVT as of Q3 2017.

People's United Financial reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q3 2017 after selling out during the quarter.
People's United Financial sold 3,000 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q3 2017, an estimated $66K.
People's United Financial first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q2 2013 and held it in 17 quarters.
People's United Financial's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $66K in Q2 2017.
86 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q3 2017.

Based on People's United Financial's 13F filing for Q3 2017, filed 13 Nov 2017.