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

Acorn 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
2021 Q3	–	Sell	-7,551	Closed	-$209K	–	174
2021 Q2	$209K	Sell	7,551 -400	-5%	-$11K	0.14%	159
2021 Q1	$209K	Buy	+7,951	New	+$195K	0.15%	156
2020 Q1	–	Sell	-8,289	Closed	-$210K	–	111
2019 Q4	$210K	Sell	8,289 -245	-3%	-$6.09K	0.18%	115
2019 Q3	$213K	Sell	8,534 -965	-10%	-$23.3K	0.18%	115
2019 Q2	$227K	Sell	9,499 -318	-3%	-$7.38K	0.21%	107
2019 Q1	$227K	Buy	+9,817	New	+$209K	0.2%	112
2018 Q3	–	Sell	-6,154	Closed	-$142K	–	205
2018 Q2	$142K	Buy	6,154 +694	+13%	+$15.8K	0.12%	140
2018 Q1	$122K	Buy	5,460 +2,576	+89%	+$58.9K	0.11%	154
2017 Q4	$68K	Buy	+2,884	New	+$65.1K	0.06%	213

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

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

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

FAM

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

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

Acorn Wealth Advisors's EVT Position: Q3 2021 in Review

Acorn Wealth Advisors sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q3 2021, closing a stake of 7,551 shares — an estimated $209K sold.

Acorn Wealth Advisors first reported a position in EVT in Q4 2017 and held it in 9 quarters. The position peaked at $227K in Q2 2019. 111 funds tracked by Wall St. Rank hold EVT as of Q3 2021.

Acorn Wealth Advisors reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q3 2021 after selling out during the quarter.
Acorn Wealth Advisors sold 7,551 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q3 2021, an estimated $209K.
Acorn Wealth Advisors first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q4 2017 and held it in 9 quarters.
Acorn Wealth Advisors's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $227K in Q2 2019.
111 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q3 2021.

Based on Acorn Wealth Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.