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

WFG 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
2015 Q1	–	Sell	-1,123	Closed	-$23K	–	1860
2014 Q4	$23K	Sell	1,123 -8	-0.7%	-$162	﹤0.01%	1169
2014 Q3	$23K	Buy	1,131 +2	+0.2%	+$41	﹤0.01%	1222
2014 Q2	$23K	Buy	1,129 +1	+0.1%	+$20	﹤0.01%	1215
2014 Q1	$22K	Buy	1,128 +1	+0.1%	+$19	﹤0.01%	1212
2013 Q4	$21K	Buy	1,127 +59	+6%	+$1.09K	﹤0.01%	1324
2013 Q3	$19K	Sell	1,068 -505	-32%	-$9.24K	﹤0.01%	1297
2013 Q2	$29K	Buy	+1,573	New	+$29.7K	﹤0.01%	1078

Other funds holding EVT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KIM

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

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

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

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

WFG Advisors's EVT Position: Q1 2015 in Review

WFG Advisors sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q1 2015, closing a stake of 1,123 shares — an estimated $23K sold.

WFG Advisors first reported a position in EVT in Q2 2013 and held it in 7 quarters. The position peaked at $29K in Q2 2013. 82 funds tracked by Wall St. Rank hold EVT as of Q1 2015.

WFG Advisors reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q1 2015 after selling out during the quarter.
WFG Advisors sold 1,123 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q1 2015, an estimated $23K.
WFG Advisors first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q2 2013 and held it in 7 quarters.
WFG Advisors's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $29K in Q2 2013.
82 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.