Bluefin Capital Management’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Bluefin Capital 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
2023 Q1	–	Sell	-27,840	Closed	-$635K	–	315
2022 Q4	$635K	Buy	27,840 +13,010	+88%	+$305K	0.09%	125
2022 Q3	$323K	Buy	+14,830	New	+$368K	0.03%	227

Other funds holding EVT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

RJA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bluefin Capital Management's EVT Position: Q1 2023 in Review

Bluefin Capital Management sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q1 2023, closing a stake of 27,840 shares — an estimated $635K sold.

Bluefin Capital Management first reported a position in EVT in Q3 2022 and held it in 2 quarters. The position peaked at $635K in Q4 2022. 112 funds tracked by Wall St. Rank hold EVT as of Q1 2023.

Bluefin Capital Management reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q1 2023 after selling out during the quarter.
Bluefin Capital Management sold 27,840 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q1 2023, an estimated $635K.
Bluefin Capital Management first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q3 2022 and held it in 2 quarters.
Bluefin Capital Management's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $635K in Q4 2022.
112 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q1 2023.

Based on Bluefin Capital Management's 13F filing for Q1 2023, filed 15 May 2023.