Claraphi Advisory Network’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Claraphi Advisory Network’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 Q3	–	Sell	-16,428	Closed	-$316K	–	268
2020 Q2	$316K	Buy	16,428 +11,213	+215%	+$211K	0.13%	151
2020 Q1	$88K	Buy	+5,215	New	+$119K	0.04%	355
2019 Q4	–	Sell	-4,597	Closed	-$113K	–	251
2019 Q3	$113K	Buy	+4,597	New	+$111K	0.07%	238

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

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Claraphi Advisory Network's EVT Position: Q3 2020 in Review

Claraphi Advisory Network sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q3 2020, closing a stake of 16,428 shares — an estimated $316K sold.

Claraphi Advisory Network first reported a position in EVT in Q3 2019 and held it in 3 quarters. The position peaked at $316K in Q2 2020. 95 funds tracked by Wall St. Rank hold EVT as of Q3 2020.

Claraphi Advisory Network reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q3 2020 after selling out during the quarter.
Claraphi Advisory Network sold 16,428 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q3 2020, an estimated $316K.
Claraphi Advisory Network first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q3 2019 and held it in 3 quarters.
Claraphi Advisory Network's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $316K in Q2 2020.
95 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q3 2020.

Based on Claraphi Advisory Network's 13F filing for Q3 2020, filed 13 Nov 2020.