SevenBridge Financial Group’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

SevenBridge Financial 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 Q3	–	Sell	-70	Closed	-$2K	–	275
2019 Q2	$2K	Hold	70	–	–	﹤0.01%	583
2019 Q1	$2K	Hold	70	–	–	﹤0.01%	553
2018 Q4	$1K	Hold	70	–	–	﹤0.01%	542
2018 Q3	$2K	Hold	70	–	–	﹤0.01%	548
2018 Q2	$2K	Hold	70	–	–	﹤0.01%	554
2018 Q1	$2K	Hold	70	–	–	﹤0.01%	568
2017 Q4	$2K	Buy	+70	New	+$1.58K	﹤0.01%	578
2017 Q3	–	Sell	-70	Closed	-$2K	–	628
2017 Q2	$2K	Hold	70	–	–	﹤0.01%	593
2017 Q1	$1K	Hold	70	–	–	﹤0.01%	601
2016 Q4	$1K	Buy	+70	New	+$1.4K	﹤0.01%	612
2016 Q3	–	Sell	-70	Closed	-$1K	–	634
2016 Q2	$1K	Buy	+70	New	+$1.4K	﹤0.01%	713

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

FAM

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

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

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

SevenBridge Financial Group's EVT Position: Q3 2019 in Review

SevenBridge Financial Group sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q3 2019, closing a stake of 70 shares — an estimated $2K sold.

SevenBridge Financial Group first reported a position in EVT in Q2 2016 and held it in 11 quarters. The position peaked at $2K in Q2 2019. 97 funds tracked by Wall St. Rank hold EVT as of Q3 2019.

SevenBridge Financial Group reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q3 2019 after selling out during the quarter.
SevenBridge Financial Group sold 70 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q3 2019, an estimated $2K.
SevenBridge Financial Group first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q2 2016 and held it in 11 quarters.
SevenBridge Financial Group's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $2K in Q2 2019.
97 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.