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CAL
Capital Analysts LLC’s
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
Stock Holding History
Capital Analysts LLC’s Portfolio
EVT Stock Details
EVT Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q4
–
Sell
-415
Closed
-$9K
–
1129
2023
Q3
$9K
Hold
415
–
–
﹤0.01%
892
2023
Q2
$9K
Hold
415
–
–
﹤0.01%
831
2023
Q1
$9K
Hold
415
–
–
﹤0.01%
814
2022
Q4
$9K
Hold
415
–
–
﹤0.01%
865
2022
Q3
$9K
Hold
415
–
–
﹤0.01%
815
2022
Q2
$10K
Hold
415
–
–
﹤0.01%
790
2022
Q1
$12K
Hold
415
–
–
﹤0.01%
723
2021
Q4
$12K
Hold
415
–
–
﹤0.01%
787
2021
Q3
$11K
Hold
415
–
–
﹤0.01%
781
2021
Q2
$11K
Hold
415
–
–
﹤0.01%
735
2021
Q1
$11K
Buy
+415
New
+$10.2K
﹤0.01%
780
2019
Q2
–
Sell
-728
Closed
-$16K
–
695
2019
Q1
$16K
Hold
728
–
–
﹤0.01%
454
2018
Q4
$14K
Hold
728
–
–
﹤0.01%
433
2018
Q3
$18K
Hold
728
–
–
﹤0.01%
402
2018
Q2
$17K
Hold
728
–
–
﹤0.01%
419
2018
Q1
$16K
Buy
+728
New
+$16.6K
﹤0.01%
414
2015
Q3
–
Sell
-5,000
Closed
-$99K
–
362
2015
Q2
$99K
Hold
5,000
–
–
0.02%
213
2015
Q1
$103K
Hold
5,000
–
–
0.02%
201
2014
Q4
$104K
Buy
5,000
+3,510
+236%
+$71.1K
0.02%
192
2014
Q3
$30.1K
Buy
+1,490
New
+$30.4K
0.01%
288
Other funds holding EVT
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
CA
Cornerstone Advisors
Asheville, North Carolina
$2.72B AUM
22.17%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
MGAM
McGowan Group Asset Management
Dallas, Texas
$785M AUM
15.71%
1-Year Est. Return
JIC
Joel Isaacson & Co
New York
$3.02B AUM
21.81%
1-Year Est. Return
KIM
Karpus Investment Management
Pittsford, New York
$3.21B AUM
6.83%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
RJA
Raymond James & Associates
St Petersburg, Florida
$164B AUM
33.91%
1-Year Est. Return
Osaic Holdings
Scottsdale, Arizona
$68.3B AUM
20.5%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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