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APC
Aspire Private Capital’s
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
Stock Holding History
Aspire Private Capital’s Portfolio
EVT Stock Details
EVT Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q4
–
Sell
-1,040
Closed
-$25.7K
–
316
2024
Q3
$25.7K
Hold
1,040
–
–
0.01%
287
2024
Q2
$24.2K
Hold
1,040
–
–
0.01%
295
2024
Q1
$24.5K
Hold
1,040
–
–
0.01%
298
2023
Q4
$23.1K
Hold
1,040
–
–
0.01%
296
2023
Q3
$22K
Hold
1,040
–
–
0.01%
296
2023
Q2
$23.7K
Hold
1,040
–
–
0.01%
276
2023
Q1
$23.5K
Hold
1,040
–
–
0.01%
269
2022
Q4
$23.7K
Hold
1,040
–
–
0.01%
264
2022
Q3
$23K
Hold
1,040
–
–
0.01%
265
2022
Q2
$25K
Hold
1,040
–
–
0.01%
257
2022
Q1
$30K
Hold
1,040
–
–
0.01%
241
2021
Q4
$31K
Hold
1,040
–
–
0.01%
251
2021
Q3
$29K
Hold
1,040
–
–
0.01%
241
2021
Q2
$29K
Hold
1,040
–
–
0.01%
243
2021
Q1
$27K
Hold
1,040
–
–
0.01%
256
2020
Q4
$25K
Hold
1,040
–
–
0.01%
232
2020
Q3
$20K
Buy
+1,040
New
+$20.6K
0.01%
246
2020
Q1
–
Sell
-1,161
Closed
-$30K
–
323
2019
Q4
$30K
Hold
1,161
–
–
0.01%
213
2019
Q3
$29K
Sell
1,161
-248
-18%
-$5.98K
0.01%
206
2019
Q2
$34K
Sell
1,409
-56
-4%
-$1.3K
0.02%
209
2019
Q1
$33K
Buy
+1,465
New
+$31.2K
0.02%
251
Other funds holding EVT
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
MGAM
McGowan Group Asset Management
Dallas, Texas
$785M AUM
15.71%
1-Year Est. Return
JIC
Joel Isaacson & Co
New York
$3.02B AUM
21.81%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
KIM
Karpus Investment Management
Pittsford, New York
$3.21B AUM
6.83%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
1CP
1607 Capital Partners
Richmond, Virginia
$1.39B AUM
8.35%
1-Year Est. Return
CA
Cornerstone Advisors
Asheville, North Carolina
$2.72B AUM
22.17%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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