WealthBridge Capital Management’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

WealthBridge Capital Management’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	-1,087	Closed	-$25K	–	338
2019 Q1	$25K	Hold	1,087	–	–	0.02%	417
2018 Q4	$21K	Buy	+1,087	New	+$24.1K	0.02%	400

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

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

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

WealthBridge Capital Management's EVT Position: Q2 2019 in Review

WealthBridge Capital Management sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q2 2019, closing a stake of 1,087 shares — an estimated $25K sold.

WealthBridge Capital Management first reported a position in EVT in Q4 2018 and held it in 2 quarters. The position peaked at $25K in Q1 2019. 98 funds tracked by Wall St. Rank hold EVT as of Q2 2019.

WealthBridge Capital Management reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q2 2019 after selling out during the quarter.
WealthBridge Capital Management sold 1,087 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q2 2019, an estimated $25K.
WealthBridge Capital Management first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q4 2018 and held it in 2 quarters.
WealthBridge Capital Management's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $25K in Q1 2019.
98 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q2 2019.

Based on WealthBridge Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.