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Quattro Financial Advisors’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Quattro Financial Advisors’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
2018
Q1 		– Sell
-13,930
Closed -$331K – 77
2017
Q4 		$331K Sell
13,930
-23,080
-62% -$521K 0.09% 56
2017
Q3 		$822K Buy
+37,010
New +$811K 0.24% 52

Other funds holding EVT

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo
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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Quattro Financial Advisors's EVT Position: Q1 2018 in Review

Quattro Financial Advisors sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q1 2018, closing a stake of 13,930 shares — an estimated $331K sold.

Quattro Financial Advisors first reported a position in EVT in Q3 2017 and held it in 2 quarters. The position peaked at $822K in Q3 2017. 96 funds tracked by Wall St. Rank hold EVT as of Q1 2018.

  • Quattro Financial Advisors reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q1 2018 after selling out during the quarter.
  • Quattro Financial Advisors sold 13,930 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q1 2018, an estimated $331K.
  • Quattro Financial Advisors first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q3 2017 and held it in 2 quarters.
  • Quattro Financial Advisors's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $822K in Q3 2017.
  • 96 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q1 2018.

Based on Quattro Financial Advisors's 13F filing for Q1 2018, filed 16 May 2018.