American Portfolios Advisors’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

American Portfolios 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
2022 Q3	–	Sell	-1,261	Closed	-$30.1K	–	3551
2022 Q2	$30.1K	Sell	1,261 -2,040	-62%	-$51.8K	﹤0.01%	2022
2022 Q1	$95.7K	Buy	3,301 +2,040	+162%	+$56.5K	﹤0.01%	1539
2021 Q4	$37.6K	Buy	+1,261	New	+$36.3K	﹤0.01%	2009
2020 Q1	–	Sell	-586	Closed	-$14.9K	–	2815
2019 Q4	$14.9K	Buy	586 +11	+2%	+$274	﹤0.01%	1847
2019 Q3	$14.1K	Buy	575 +10	+2%	+$241	﹤0.01%	1805
2019 Q2	$13.4K	Buy	565 +10	+2%	+$232	﹤0.01%	1811
2019 Q1	$12.4K	Sell	555 -410	-42%	-$8.73K	﹤0.01%	1752
2018 Q4	$18.3K	Buy	965 +12	+1%	+$266	﹤0.01%	1411
2018 Q3	$23.4K	Buy	953 +12	+1%	+$288	﹤0.01%	1431
2018 Q2	$21.7K	Buy	941 +13	+1%	+$295	﹤0.01%	1432
2018 Q1	$20.3K	Sell	928 -247	-21%	-$5.65K	﹤0.01%	1375
2017 Q4	$27.3K	Buy	+1,175	New	+$26.5K	﹤0.01%	1213

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

Morgan Stanley New York $1.66T AUM 25.57% 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 $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

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

American Portfolios Advisors's EVT Position: Q3 2022 in Review

American Portfolios Advisors sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q3 2022, closing a stake of 1,261 shares — an estimated $30.1K sold.

American Portfolios Advisors first reported a position in EVT in Q4 2017 and held it in 12 quarters. The position peaked at $95.7K in Q1 2022. 110 funds tracked by Wall St. Rank hold EVT as of Q3 2022.

American Portfolios Advisors reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q3 2022 after selling out during the quarter.
American Portfolios Advisors sold 1,261 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q3 2022, an estimated $30.1K.
American Portfolios Advisors first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q4 2017 and held it in 12 quarters.
American Portfolios Advisors's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $95.7K in Q1 2022.
110 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.