Sheaff Brock Investment Advisors’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Sheaff Brock Investment 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 Q2	–	Sell	-10,835	Closed	-$237K	–	553
2018 Q1	$237K	Buy	10,835 +1,000	+10%	+$22.9K	0.02%	416
2017 Q4	$229K	Buy	9,835 +22	+0.2%	+$497	0.03%	424
2017 Q3	$217K	Buy	9,813 +22	+0.2%	+$482	0.03%	456
2017 Q2	$214K	Buy	+9,791	New	+$212K	0.03%	490

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

FAM

Formidable Asset Management Cincinnati, Ohio $648M AUM 11.62% 1-Year Est. Return

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

Sheaff Brock Investment Advisors's EVT Position: Q2 2018 in Review

Sheaff Brock Investment Advisors sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q2 2018, closing a stake of 10,835 shares — an estimated $237K sold.

Sheaff Brock Investment Advisors first reported a position in EVT in Q2 2017 and held it in 4 quarters. The position peaked at $237K in Q1 2018. 95 funds tracked by Wall St. Rank hold EVT as of Q2 2018.

Sheaff Brock Investment Advisors reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q2 2018 after selling out during the quarter.
Sheaff Brock Investment Advisors sold 10,835 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q2 2018, an estimated $237K.
Sheaff Brock Investment Advisors first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q2 2017 and held it in 4 quarters.
Sheaff Brock Investment Advisors's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $237K in Q1 2018.
95 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q2 2018.

Based on Sheaff Brock Investment Advisors's 13F filing for Q2 2018, filed 31 Jul 2018.