Avondale Wealth Management’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Avondale Wealth Management’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	-2,148	Closed	-$36K	–	95
2020 Q1	$36K	Hold	2,148	–	–	0.06%	43
2019 Q4	$55K	Hold	2,148	–	–	0.08%	37
2019 Q3	$53K	Hold	2,148	–	–	0.09%	36
2019 Q2	$51K	Hold	2,148	–	–	0.04%	42
2019 Q1	$48K	Hold	2,148	–	–	0.04%	43
2018 Q4	$41K	Hold	2,148	–	–	0.03%	44
2018 Q3	$53K	Hold	2,148	–	–	0.05%	34
2018 Q2	$49K	Hold	2,148	–	–	0.04%	35
2018 Q1	$47K	Hold	2,148	–	–	0.04%	36
2017 Q4	$50K	Buy	+2,148	New	+$48.5K	0.04%	39

Other funds holding EVT

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

KIM

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

FAM

Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

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

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

Avondale Wealth Management's EVT Position: Q2 2020 in Review

Avondale Wealth Management sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q2 2020, closing a stake of 2,148 shares — an estimated $36K sold.

Avondale Wealth Management first reported a position in EVT in Q4 2017 and held it in 10 quarters. The position peaked at $55K in Q4 2019. 92 funds tracked by Wall St. Rank hold EVT as of Q2 2020.

Avondale Wealth Management reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q2 2020 after selling out during the quarter.
Avondale Wealth Management sold 2,148 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q2 2020, an estimated $36K.
Avondale Wealth Management first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q4 2017 and held it in 10 quarters.
Avondale Wealth Management's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $55K in Q4 2019.
92 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q2 2020.

Based on Avondale Wealth Management's 13F filing for Q2 2020, filed 15 Jul 2020.