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1WA
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
Shares
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
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$1.37T AUM
24.88%
1-Year Est. Return
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$564B AUM
30.12%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
JIC
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New York
$3.02B AUM
21.81%
1-Year Est. Return
MGAM
McGowan Group Asset Management
Dallas, Texas
$785M AUM
15.71%
1-Year Est. Return
RJA
Raymond James & Associates
St Petersburg, Florida
$164B AUM
33.91%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
SWP
Stratos Wealth Partners
Beachwood, Ohio
$8.8B AUM
21.82%
1-Year Est. Return
Osaic Holdings
Scottsdale, Arizona
$68.3B AUM
20.5%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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