Summit Financial Wealth Advisors’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Summit Financial Wealth 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
2016 Q2	–	Sell	-72,740	Closed	-$1.4M	–	147
2016 Q1	$1.4M	Hold	72,740	–	–	0.61%	42
2015 Q4	$1.41M	Sell	72,740 -2,785	-4%	-$54.4K	0.64%	43
2015 Q3	$1.39M	Buy	75,525 +1,000	+1%	+$19.6K	0.9%	36
2015 Q2	$1.48M	Buy	+74,525	New	+$1.53M	0.91%	34

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

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

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

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

FAM

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

Summit Financial Wealth Advisors's EVT Position: Q2 2016 in Review

Summit Financial Wealth Advisors sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q2 2016, closing a stake of 72,740 shares — an estimated $1.4M sold.

Summit Financial Wealth Advisors first reported a position in EVT in Q2 2015 and held it in 4 quarters. The position peaked at $1.48M in Q2 2015. 80 funds tracked by Wall St. Rank hold EVT as of Q2 2016.

Summit Financial Wealth Advisors reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q2 2016 after selling out during the quarter.
Summit Financial Wealth Advisors sold 72,740 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q2 2016, an estimated $1.4M.
Summit Financial Wealth Advisors first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q2 2015 and held it in 4 quarters.
Summit Financial Wealth Advisors's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $1.48M in Q2 2015.
80 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q2 2016.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2016, filed 6 Jul 2016.