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SG Americas Securities’s
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
Stock Holding History
SG Americas Securities’s Portfolio
EVT Stock Details
EVT Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2016
Q1
–
Sell
-39,976
Closed
-$773K
–
3020
2015
Q4
$773K
Buy
+39,976
New
+$780K
0.01%
1306
2015
Q2
–
Sell
-20,136
Closed
-$415K
–
2665
2015
Q1
$415K
Sell
20,136
-14,400
-42%
-$297K
﹤0.01%
1532
2014
Q4
$718K
Sell
34,536
-1,030
-3%
-$20.9K
﹤0.01%
1407
2014
Q3
$718K
Sell
35,566
-1,030
-3%
-$21K
﹤0.01%
1293
2014
Q2
$758K
Sell
36,596
-10,000
-21%
-$201K
﹤0.01%
1484
2014
Q1
$916K
Sell
46,596
-82,961
-64%
-$1.59M
﹤0.01%
1176
2013
Q4
$2.46M
Buy
129,557
+77,121
+147%
+$1.43M
0.01%
869
2013
Q3
$944K
Hold
52,436
–
–
﹤0.01%
1306
2013
Q2
$957K
Buy
+52,436
New
+$991K
﹤0.01%
1000
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
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
AAM
Advisors Asset Management
Monument, Colorado
$6.01B AUM
24.74%
1-Year Est. Return
1832 Asset Management
Toronto, Ontario, Canada
$109B AUM
35.56%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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