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AF
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
Shares
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
$1.37T AUM
24.88%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
JIC
Joel Isaacson & Co
New York
$3.02B AUM
21.81%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
MGAM
McGowan Group Asset Management
Dallas, Texas
$785M AUM
15.71%
1-Year Est. Return
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
RJA
Raymond James & Associates
St Petersburg, Florida
$164B AUM
33.91%
1-Year Est. Return
CA
Cornerstone Advisors
Asheville, North Carolina
$2.72B AUM
22.17%
1-Year Est. Return
Osaic Holdings
Scottsdale, Arizona
$68.3B AUM
20.5%
1-Year Est. Return
SWP
Stratos Wealth Partners
Beachwood, Ohio
$8.8B AUM
21.82%
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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