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

Clearstead 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
2022 Q1	–	Sell	-370	Closed	-$11K	–	1401
2021 Q4	$11K	Buy	+370	New	+$10.7K	﹤0.01%	921

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

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

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

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

Clearstead Advisors's EVT Position: Q1 2022 in Review

Clearstead Advisors sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q1 2022, closing a stake of 370 shares — an estimated $11K sold.

Clearstead Advisors first reported a position in EVT in Q4 2021 and held it in 1 quarter. The position peaked at $11K in Q4 2021. 113 funds tracked by Wall St. Rank hold EVT as of Q1 2022.

Clearstead Advisors reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q1 2022 after selling out during the quarter.
Clearstead Advisors sold 370 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q1 2022, an estimated $11K.
Clearstead Advisors first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q4 2021 and held it in 1 quarter.
Clearstead Advisors's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $11K in Q4 2021.
113 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q1 2022.

Based on Clearstead Advisors's 13F filing for Q1 2022, filed 4 May 2022.