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

180 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
2023 Q1	–	Sell	-8,490	Closed	-$204K	–	371
2022 Q4	$204K	Buy	+8,490	New	+$199K	0.05%	333
2022 Q3	–	Sell	-8,394	Closed	-$205K	–	371
2022 Q2	$205K	Hold	8,394	–	–	0.05%	331
2022 Q1	$234K	Hold	8,394	–	–	0.05%	320
2021 Q4	$227K	Sell	8,394 -900	-10%	-$25.9K	0.05%	326
2021 Q3	$267K	Hold	9,294	–	–	0.06%	299
2021 Q2	$261K	Hold	9,294	–	–	0.06%	299
2021 Q1	$259K	Hold	9,294	–	–	0.06%	290
2020 Q4	$223K	Buy	+9,294	New	+$200K	0.06%	285
2020 Q1	–	Sell	-9,982	Closed	-$258K	–	240
2019 Q4	$258K	Hold	9,982	–	–	0.1%	217
2019 Q3	$242K	Hold	9,982	–	–	0.11%	217
2019 Q2	$243K	Hold	9,982	–	–	0.11%	212
2019 Q1	$234K	Hold	9,982	–	–	0.11%	221
2018 Q4	$245K	Hold	9,982	–	–	0.11%	212
2018 Q3	$245K	Hold	9,982	–	–	0.11%	212
2018 Q2	$230K	Hold	9,982	–	–	0.11%	208
2018 Q1	$219K	Sell	9,982 -361	-3%	-$8.25K	0.11%	215
2017 Q4	$241K	Buy	+10,343	New	+$234K	0.12%	199

Other funds holding EVT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

JIC

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

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

180 Wealth Advisors's EVT Position: Q1 2023 in Review

180 Wealth Advisors sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q1 2023, closing a stake of 8,490 shares — an estimated $204K sold.

180 Wealth Advisors first reported a position in EVT in Q4 2017 and held it in 17 quarters. The position peaked at $267K in Q3 2021. 112 funds tracked by Wall St. Rank hold EVT as of Q1 2023.

180 Wealth Advisors reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q1 2023 after selling out during the quarter.
180 Wealth Advisors sold 8,490 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q1 2023, an estimated $204K.
180 Wealth Advisors first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q4 2017 and held it in 17 quarters.
180 Wealth Advisors's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $267K in Q3 2021.
112 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q1 2023.

Based on 180 Wealth Advisors's 13F filing for Q1 2023, filed 7 Apr 2023.