RWA Wealth Partners’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

RWA Wealth Partners’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 Q3	–	Sell	-1,350	Closed	-$31K	–	384
2018 Q2	$31K	Sell	1,350 -800	-37%	-$18.2K	﹤0.01%	478
2018 Q1	$47K	Buy	+2,150	New	+$49.2K	0.01%	345

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

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

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

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

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

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

FAM

Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

AAM

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

RWA Wealth Partners's EVT Position: Q3 2018 in Review

RWA Wealth Partners sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q3 2018, closing a stake of 1,350 shares — an estimated $31K sold.

RWA Wealth Partners first reported a position in EVT in Q1 2018 and held it in 2 quarters. The position peaked at $47K in Q1 2018. 95 funds tracked by Wall St. Rank hold EVT as of Q3 2018.

RWA Wealth Partners reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q3 2018 after selling out during the quarter.
RWA Wealth Partners sold 1,350 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q3 2018, an estimated $31K.
RWA Wealth Partners first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q1 2018 and held it in 2 quarters.
RWA Wealth Partners's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $47K in Q1 2018.
95 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q3 2018.

Based on RWA Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.