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Simplicity Solutions’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Simplicity Solutions’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
Q2 		– Sell
-92,313
Closed -$2.06M – 712
2019
Q1 		$2.06M Buy
92,313
+1,393
+2% +$29.6K 0.12% 154
2018
Q4 		$1.73M Buy
+90,920
New +$2.02M 0.22% 108

Other funds holding EVT

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Simplicity Solutions's EVT Position: Q2 2019 in Review

Simplicity Solutions sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q2 2019, closing a stake of 92,313 shares — an estimated $2.06M sold.

Simplicity Solutions first reported a position in EVT in Q4 2018 and held it in 2 quarters. The position peaked at $2.06M in Q1 2019. 98 funds tracked by Wall St. Rank hold EVT as of Q2 2019.

  • Simplicity Solutions reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q2 2019 after selling out during the quarter.
  • Simplicity Solutions sold 92,313 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q2 2019, an estimated $2.06M.
  • Simplicity Solutions first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q4 2018 and held it in 2 quarters.
  • Simplicity Solutions's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $2.06M in Q1 2019.
  • 98 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q2 2019.

Based on Simplicity Solutions's 13F filing for Q2 2019, filed 8 Aug 2019.