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Claro Advisors’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Claro Advisors’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
2019
Q1 		– Sell
-200
Closed -$5K – 402
2018
Q4 		$5K Buy
+200
New +$4.44K ﹤0.01% 781

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Morgan Stanley
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JIC
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Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Wells Fargo
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SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Claro Advisors's EVT Position: Q1 2019 in Review

Claro Advisors sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q1 2019, closing a stake of 200 shares — an estimated $5K sold.

Claro Advisors first reported a position in EVT in Q4 2018 and held it in 1 quarter. The position peaked at $5K in Q4 2018. 107 funds tracked by Wall St. Rank hold EVT as of Q1 2019.

  • Claro Advisors reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q1 2019 after selling out during the quarter.
  • Claro Advisors sold 200 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q1 2019, an estimated $5K.
  • Claro Advisors first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q4 2018 and held it in 1 quarter.
  • Claro Advisors's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $5K in Q4 2018.
  • 107 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q1 2019.

Based on Claro Advisors's 13F filing for Q1 2019, filed 10 May 2019.