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

TCI 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
2013
Q4 		– Sell
-100
Closed -$2K – 866
2013
Q3 		$2K Hold
100
– – ﹤0.01% 628
2013
Q2 		$2K Buy
+100
New +$1.89K ﹤0.01% 576

Other funds holding EVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TCI Wealth Advisors's EVT Position: Q4 2013 in Review

TCI Wealth Advisors sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q4 2013, closing a stake of 100 shares — an estimated $2K sold.

TCI Wealth Advisors first reported a position in EVT in Q2 2013 and held it in 2 quarters. The position peaked at $2K in Q3 2013. 76 funds tracked by Wall St. Rank hold EVT as of Q4 2013.

  • TCI Wealth Advisors reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q4 2013 after selling out during the quarter.
  • TCI Wealth Advisors sold 100 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q4 2013, an estimated $2K.
  • TCI Wealth Advisors first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q2 2013 and held it in 2 quarters.
  • TCI Wealth Advisors's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $2K in Q3 2013.
  • 76 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q4 2013.

Based on TCI Wealth Advisors's 13F filing for Q4 2013, filed 21 Jan 2014.