Advisornet Financial’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Advisornet Financial’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 Q3	–	Sell	-750	Closed	-$17.1K	–	2329
2023 Q2	$17.1K	Hold	750	–	–	﹤0.01%	1148
2023 Q1	$17K	Hold	750	–	–	﹤0.01%	1136
2022 Q4	$17.1K	Hold	750	–	–	﹤0.01%	1111
2022 Q3	$16K	Hold	750	–	–	﹤0.01%	1188
2022 Q2	$18K	Hold	750	–	–	﹤0.01%	1160
2022 Q1	$22K	Hold	750	–	–	﹤0.01%	1215
2021 Q4	$22K	Hold	750	–	–	﹤0.01%	1263
2021 Q3	$21K	Sell	750 -1,000	-57%	-$27.9K	﹤0.01%	1234
2021 Q2	$48K	Buy	1,750 +1,000	+133%	+$27.5K	﹤0.01%	999
2021 Q1	$20K	Hold	750	–	–	﹤0.01%	1193
2020 Q4	$18K	Hold	750	–	–	﹤0.01%	1149
2020 Q3	$15K	Hold	750	–	–	﹤0.01%	1167
2020 Q2	$14K	Hold	750	–	–	﹤0.01%	1206
2020 Q1	$13K	Hold	750	–	–	﹤0.01%	1194
2019 Q4	$19K	Buy	+750	New	+$18.7K	﹤0.01%	1198

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

JIC

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

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

MGAM

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

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

RJA

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

Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return

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

SWP

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

Advisornet Financial's EVT Position: Q3 2023 in Review

Advisornet Financial sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q3 2023, closing a stake of 750 shares — an estimated $17.1K sold.

Advisornet Financial first reported a position in EVT in Q4 2019 and held it in 15 quarters. The position peaked at $48K in Q2 2021. 109 funds tracked by Wall St. Rank hold EVT as of Q3 2023.

Advisornet Financial reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q3 2023 after selling out during the quarter.
Advisornet Financial sold 750 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q3 2023, an estimated $17.1K.
Advisornet Financial first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q4 2019 and held it in 15 quarters.
Advisornet Financial's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $48K in Q2 2021.
109 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q3 2023.

Based on Advisornet Financial's 13F filing for Q3 2023, filed 12 Oct 2023.