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Arden Trust’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Arden Trust’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
Q2 		– Sell
-7
Closed – – 466
2020
Q1 		$0 Buy
+7
New +$160 ﹤0.01% 759

Other funds holding EVT

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Arden Trust's EVT Position: Q2 2020 in Review

Arden Trust sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q2 2020, closing a stake of 7 shares.

Arden Trust first reported a position in EVT in Q1 2020 and held it in 1 quarter. The position peaked at $0 in Q1 2020. 92 funds tracked by Wall St. Rank hold EVT as of Q2 2020.

  • Arden Trust reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q2 2020 after selling out during the quarter.
  • Arden Trust sold 7 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q2 2020.
  • Arden Trust first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q1 2020 and held it in 1 quarter.
  • Arden Trust's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $0 in Q1 2020.
  • 92 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q2 2020.

Based on Arden Trust's 13F filing for Q2 2020, filed 9 Jul 2020.