Brinker Capital Investments’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Brinker Capital Investments’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 Q1	–	Sell	-1,191	Closed	-$30K	–	439
2019 Q4	$30K	Hold	1,191	–	–	﹤0.01%	464
2019 Q3	$29K	Hold	1,191	–	–	﹤0.01%	468
2019 Q2	$28K	Hold	1,191	–	–	﹤0.01%	655
2019 Q1	$27K	Buy	1,191 +50	+4%	+$1.06K	﹤0.01%	521
2018 Q4	$22K	Hold	1,141	–	–	﹤0.01%	436
2018 Q3	$28K	Hold	1,141	–	–	﹤0.01%	401
2018 Q2	$26K	Hold	1,141	–	–	﹤0.01%	421
2018 Q1	$25K	Hold	1,141	–	–	﹤0.01%	402
2017 Q4	$27K	Hold	1,141	–	–	﹤0.01%	384
2017 Q3	$25K	Hold	1,141	–	–	﹤0.01%	387
2017 Q2	$25K	Hold	1,141	–	–	﹤0.01%	356
2017 Q1	$24K	Hold	1,141	–	–	﹤0.01%	343
2016 Q4	$23K	Hold	1,141	–	–	﹤0.01%	340
2016 Q3	$23K	Hold	1,141	–	–	﹤0.01%	327
2016 Q2	$23K	Hold	1,141	–	–	﹤0.01%	317
2016 Q1	$22K	Hold	1,141	–	–	﹤0.01%	324
2015 Q4	$22K	Hold	1,141	–	–	﹤0.01%	362
2015 Q3	$21K	Hold	1,141	–	–	﹤0.01%	343
2015 Q2	$23K	Hold	1,141	–	–	﹤0.01%	333
2015 Q1	$24K	Hold	1,141	–	–	﹤0.01%	332
2014 Q4	$24K	Buy	+1,141	New	+$23.1K	﹤0.01%	324

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

Brinker Capital Investments's EVT Position: Q1 2020 in Review

Brinker Capital Investments sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q1 2020, closing a stake of 1,191 shares — an estimated $30K sold.

Brinker Capital Investments first reported a position in EVT in Q4 2014 and held it in 21 quarters. The position peaked at $30K in Q4 2019. 98 funds tracked by Wall St. Rank hold EVT as of Q1 2020.

Brinker Capital Investments reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q1 2020 after selling out during the quarter.
Brinker Capital Investments sold 1,191 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q1 2020, an estimated $30K.
Brinker Capital Investments first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q4 2014 and held it in 21 quarters.
Brinker Capital Investments's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $30K in Q4 2019.
98 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q1 2020.

Based on Brinker Capital Investments's 13F filing for Q1 2020, filed 13 May 2020.