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Arax Advisory Partners’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Arax Advisory Partners’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
-216
Closed -$4K – 696
2020
Q2 		$4K Sell
216
-27,363
-99% -$515K ﹤0.01% 604
2020
Q1 		$464K Buy
+27,579
New +$630K 0.11% 79

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Morgan Stanley
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
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Arax Advisory Partners's EVT Position: Q3 2020 in Review

Arax Advisory Partners sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q3 2020, closing a stake of 216 shares — an estimated $4K sold.

Arax Advisory Partners first reported a position in EVT in Q1 2020 and held it in 2 quarters. The position peaked at $464K in Q1 2020. 95 funds tracked by Wall St. Rank hold EVT as of Q3 2020.

  • Arax Advisory Partners reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q3 2020 after selling out during the quarter.
  • Arax Advisory Partners sold 216 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q3 2020, an estimated $4K.
  • Arax Advisory Partners first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q1 2020 and held it in 2 quarters.
  • Arax Advisory Partners's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $464K in Q1 2020.
  • 95 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q3 2020.

Based on Arax Advisory Partners's 13F filing for Q3 2020, filed 12 Nov 2020.