Ameritas Investment Company’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Ameritas Investment Company’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 Q2	–	Sell	-549	Closed	-$14.4K	–	1136
2021 Q1	$14.4K	Buy	+549	New	+$13.5K	﹤0.01%	1404
2020 Q2	–	Sell	-1,631	Closed	-$26K	–	692
2020 Q1	$26K	Buy	+1,631	New	+$37.3K	﹤0.01%	914
2019 Q4	–	Sell	-608	Closed	-$15K	–	1026
2019 Q3	$15K	Buy	+608	New	+$14.7K	﹤0.01%	1012
2019 Q2	–	Sell	-1,000	Closed	-$22K	–	417
2019 Q1	$22K	Sell	1,000 -2,597	-72%	-$55.3K	﹤0.01%	534
2018 Q4	$68K	Buy	+3,597	New	+$79.8K	0.01%	507

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 $3.02B AUM 21.81% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FAM

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

SWP

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameritas Investment Company's EVT Position: Q2 2021 in Review

Ameritas Investment Company sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q2 2021, closing a stake of 549 shares — an estimated $14.4K sold.

Ameritas Investment Company first reported a position in EVT in Q4 2018 and held it in 5 quarters. The position peaked at $68K in Q4 2018. 110 funds tracked by Wall St. Rank hold EVT as of Q2 2021.

Ameritas Investment Company reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q2 2021 after selling out during the quarter.
Ameritas Investment Company sold 549 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q2 2021, an estimated $14.4K.
Ameritas Investment Company first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q4 2018 and held it in 5 quarters.
Ameritas Investment Company's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $68K in Q4 2018.
110 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q2 2021.

Based on Ameritas Investment Company's 13F filing for Q2 2021, filed 16 Aug 2021.