Wilmington Savings Fund Society’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Wilmington Savings Fund Society’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
2018 Q3	–	Sell	-26,124	Closed	-$601K	–	365
2018 Q2	$601K	Buy	+26,124	New	+$593K	0.03%	233

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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 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

FAM

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Wilmington Savings Fund Society's EVT Position: Q3 2018 in Review

Wilmington Savings Fund Society sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q3 2018, closing a stake of 26,124 shares — an estimated $601K sold.

Wilmington Savings Fund Society first reported a position in EVT in Q2 2018 and held it in 1 quarter. The position peaked at $601K in Q2 2018. 95 funds tracked by Wall St. Rank hold EVT as of Q3 2018.

Wilmington Savings Fund Society reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q3 2018 after selling out during the quarter.
Wilmington Savings Fund Society sold 26,124 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q3 2018, an estimated $601K.
Wilmington Savings Fund Society first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q2 2018 and held it in 1 quarter.
Wilmington Savings Fund Society's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $601K in Q2 2018.
95 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q3 2018.

Based on Wilmington Savings Fund Society's 13F filing for Q3 2018, filed 15 Nov 2018.