Sigma Planning Corp’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Sigma Planning Corp’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
2020 Q1	–	Sell	-10,569	Closed	-$270K	–	975
2019 Q4	$270K	Buy	10,569 +113	+1%	+$2.81K	0.01%	843
2019 Q3	$257K	Buy	10,456 +12	+0.1%	+$289	0.01%	832
2019 Q2	$249K	Buy	10,444 +13	+0.1%	+$302	0.01%	819
2019 Q1	$233K	Buy	+10,431	New	+$222K	0.01%	780

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

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

FAM

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

Sigma Planning Corp's EVT Position: Q1 2020 in Review

Sigma Planning Corp sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q1 2020, closing a stake of 10,569 shares — an estimated $270K sold.

Sigma Planning Corp first reported a position in EVT in Q1 2019 and held it in 4 quarters. The position peaked at $270K in Q4 2019. 98 funds tracked by Wall St. Rank hold EVT as of Q1 2020.

Sigma Planning Corp reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q1 2020 after selling out during the quarter.
Sigma Planning Corp sold 10,569 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q1 2020, an estimated $270K.
Sigma Planning Corp first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q1 2019 and held it in 4 quarters.
Sigma Planning Corp's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $270K in Q4 2019.
98 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q1 2020.

Based on Sigma Planning Corp's 13F filing for Q1 2020, filed 1 May 2020.