Quad-Cities Investment Group’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Quad-Cities Investment Group’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 Q4	–	Sell	-350	Closed	-$9K	–	318
2019 Q3	$9K	Hold	350	–	–	0.01%	613
2019 Q2	$8K	Hold	350	–	–	0.01%	638
2019 Q1	$8K	Hold	350	–	–	0.01%	618
2018 Q4	$7K	Hold	350	–	–	0.01%	633
2018 Q3	$9K	Hold	350	–	–	0.01%	631
2018 Q2	$8K	Buy	+350	New	+$7.94K	0.01%	649

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Quad-Cities Investment Group's EVT Position: Q4 2019 in Review

Quad-Cities Investment Group sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q4 2019, closing a stake of 350 shares — an estimated $9K sold.

Quad-Cities Investment Group first reported a position in EVT in Q2 2018 and held it in 6 quarters. The position peaked at $9K in Q3 2019. 108 funds tracked by Wall St. Rank hold EVT as of Q4 2019.

Quad-Cities Investment Group reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q4 2019 after selling out during the quarter.
Quad-Cities Investment Group sold 350 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q4 2019, an estimated $9K.
Quad-Cities Investment Group first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q2 2018 and held it in 6 quarters.
Quad-Cities Investment Group's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $9K in Q3 2019.
108 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q4 2019.

Based on Quad-Cities Investment Group's 13F filing for Q4 2019, filed 28 Jan 2020.