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B. Riley Wealth Advisors’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

B. Riley Wealth Advisors’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
Q1 		– Sell
-7,472
Closed -$223K – 1424
2021
Q4 		$223K Sell
7,472
-1,447
-16% -$41.7K 0.01% 1222
2021
Q3 		$245K Sell
8,919
-498
-5% -$13.9K 0.01% 1148
2021
Q2 		$261K Buy
9,417
+1
+0% +$28 0.01% 1096
2021
Q1 		$248K Sell
9,416
-751
-7% -$18.4K 0.01% 1091
2020
Q4 		$241K Sell
10,167
-1,146
-10% -$24.7K 0.01% 864
2020
Q3 		$221K Buy
+11,313
New +$225K 0.01% 814
2015
Q1 		– Sell
-8,832
Closed -$184K – 1005
2014
Q4 		$184K Buy
+8,832
New +$179K ﹤0.01% 1419
2014
Q3 		– Sell
-20,917
Closed -$217K – 1026
2014
Q2 		$217K Buy
20,917
+9,889
+90% +$198K 0.05% 423
2014
Q1 		$217K Sell
11,028
-3,436
-24% -$65.9K 0.07% 361
2013
Q4 		$275K Sell
14,464
-1,439
-9% -$26.6K 0.09% 260
2013
Q3 		$286K Sell
15,903
-4,099
-20% -$75K 0.1% 236
2013
Q2 		$365K Buy
+20,002
New +$378K 0.12% 189

Other funds holding EVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

B. Riley Wealth Advisors's EVT Position: Q1 2022 in Review

B. Riley Wealth Advisors sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q1 2022, closing a stake of 7,472 shares — an estimated $223K sold.

B. Riley Wealth Advisors first reported a position in EVT in Q2 2013 and held it in 12 quarters. The position peaked at $365K in Q2 2013. 113 funds tracked by Wall St. Rank hold EVT as of Q1 2022.

  • B. Riley Wealth Advisors reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q1 2022 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 7,472 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q1 2022, an estimated $223K.
  • B. Riley Wealth Advisors first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q2 2013 and held it in 12 quarters.
  • B. Riley Wealth Advisors's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $365K in Q2 2013.
  • 113 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q1 2022.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2022, filed 2 May 2022.