Pinnacle Summer Investments’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Pinnacle Summer Investments’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
2015 Q4	$0	Buy	+214	New	+$4.18K	﹤0.01%	849

Other funds holding EVT

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

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

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

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

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

JIC

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Pinnacle Summer Investments's EVT Position: Q4 2015 in Review

Pinnacle Summer Investments opened a new position in Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q4 2015: 214 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #849 among its holdings.

94 funds tracked by Wall St. Rank hold EVT as of Q4 2015.

Pinnacle Summer Investments held 214 shares of Eaton Vance Tax-Advantaged Dividend Income Fund worth $0 as of Q4 2015.
Eaton Vance Tax-Advantaged Dividend Income Fund was a new Pinnacle Summer Investments position in Q4 2015.
Eaton Vance Tax-Advantaged Dividend Income Fund made up ﹤0.01% of Pinnacle Summer Investments's portfolio in Q4 2015, its #849 holding.
94 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.