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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
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
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
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return