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

Apriem 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
2020 Q3	–	Sell	-10,595	Closed	-$204K	–	126
2020 Q2	$204K	Sell	10,595 -1,300	-11%	-$24.4K	0.04%	115
2020 Q1	$200K	Sell	11,895 -7,440	-38%	-$170K	0.05%	106
2019 Q4	$493K	Sell	19,335 -28,840	-60%	-$717K	0.09%	82
2019 Q3	$1.18M	Sell	48,175 -1,975	-4%	-$47.6K	0.26%	46
2019 Q2	$1.19M	Sell	50,150 -2,490	-5%	-$57.8K	0.37%	46
2019 Q1	$1.17M	Sell	52,640 -9,475	-15%	-$202K	0.31%	42
2018 Q4	$1.18M	Sell	62,115 -10,725	-15%	-$238K	0.42%	44
2018 Q3	$1.79M	Sell	72,840 -625	-0.9%	-$15K	0.39%	41
2018 Q2	$1.69M	Buy	73,465 +10,575	+17%	+$240K	0.38%	42
2018 Q1	$1.38M	Buy	+62,890	New	+$1.44M	0.34%	43
2015 Q3	–	Sell	-200	Closed	-$4K	–	541
2015 Q2	$4K	Hold	200	–	–	﹤0.01%	518
2015 Q1	$4K	Hold	200	–	–	﹤0.01%	485
2014 Q4	$4K	Hold	200	–	–	﹤0.01%	441
2014 Q3	$4K	Hold	200	–	–	﹤0.01%	448
2014 Q2	$4K	Hold	200	–	–	﹤0.01%	402
2014 Q1	$4K	Hold	200	–	–	﹤0.01%	419
2013 Q4	$4K	Hold	200	–	–	﹤0.01%	425
2013 Q3	$4K	Hold	200	–	–	﹤0.01%	420
2013 Q2	$4K	Buy	+200	New	+$3.78K	﹤0.01%	395

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

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 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

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

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

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

Apriem Advisors's EVT Position: Q3 2020 in Review

Apriem Advisors sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q3 2020, closing a stake of 10,595 shares — an estimated $204K sold.

Apriem Advisors first reported a position in EVT in Q2 2013 and held it in 19 quarters. The position peaked at $1.79M in Q3 2018. 95 funds tracked by Wall St. Rank hold EVT as of Q3 2020.

Apriem Advisors reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q3 2020 after selling out during the quarter.
Apriem Advisors sold 10,595 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q3 2020, an estimated $204K.
Apriem Advisors first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q2 2013 and held it in 19 quarters.
Apriem Advisors's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $1.79M in Q3 2018.
95 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q3 2020.

Based on Apriem Advisors's 13F filing for Q3 2020, filed 10 Nov 2020.