Ausdal Financial Partners’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Ausdal Financial 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
2022 Q2	–	Sell	-10,130	Closed	-$294K	–	474
2022 Q1	$294K	Buy	10,130 +118	+1%	+$3.27K	0.04%	372
2021 Q4	$298K	Buy	10,012 +2,457	+33%	+$70.8K	0.04%	373
2021 Q3	$207K	Buy	+7,555	New	+$211K	0.03%	441
2016 Q1	–	Sell	-2,200	Closed	-$43K	–	454
2015 Q4	$43K	Buy	+2,200	New	+$43K	0.02%	502

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Ausdal Financial Partners's EVT Position: Q2 2022 in Review

Ausdal Financial Partners sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q2 2022, closing a stake of 10,130 shares — an estimated $294K sold.

Ausdal Financial Partners first reported a position in EVT in Q4 2015 and held it in 4 quarters. The position peaked at $298K in Q4 2021. 109 funds tracked by Wall St. Rank hold EVT as of Q2 2022.

Ausdal Financial Partners reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q2 2022 after selling out during the quarter.
Ausdal Financial Partners sold 10,130 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q2 2022, an estimated $294K.
Ausdal Financial Partners first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q4 2015 and held it in 4 quarters.
Ausdal Financial Partners's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $298K in Q4 2021.
109 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q2 2022.

Based on Ausdal Financial Partners's 13F filing for Q2 2022, filed 9 Aug 2022.