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

Brookstone 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
2022 Q2	–	Sell	-8,892	Closed	-$241K	–	777
2022 Q1	$241K	Hold	8,892	–	–	﹤0.01%	690
2021 Q4	$260K	Buy	8,892 +1,697	+24%	+$48.9K	﹤0.01%	660
2021 Q3	$204K	Buy	+7,195	New	+$201K	﹤0.01%	698

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

Brookstone Capital Management's EVT Position: Q2 2022 in Review

Brookstone Capital Management sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q2 2022, closing a stake of 8,892 shares — an estimated $241K sold.

Brookstone Capital Management first reported a position in EVT in Q3 2021 and held it in 3 quarters. The position peaked at $260K in Q4 2021. 109 funds tracked by Wall St. Rank hold EVT as of Q2 2022.

Brookstone Capital Management reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q2 2022 after selling out during the quarter.
Brookstone Capital Management sold 8,892 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q2 2022, an estimated $241K.
Brookstone Capital Management first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q3 2021 and held it in 3 quarters.
Brookstone Capital Management's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $260K in Q4 2021.
109 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q2 2022.

Based on Brookstone Capital Management's 13F filing for Q2 2022, filed 11 Jul 2022.