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Darwin Wealth Management’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Darwin Wealth Management’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
Q2 		– Sell
-1,000
Closed -$16K – 333
2020
Q1 		$16K Buy
+1,000
New +$22.9K 0.01% 391

Other funds holding EVT

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Morgan Stanley
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Darwin Wealth Management's EVT Position: Q2 2020 in Review

Darwin Wealth Management sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q2 2020, closing a stake of 1,000 shares — an estimated $16K sold.

Darwin Wealth Management first reported a position in EVT in Q1 2020 and held it in 1 quarter. The position peaked at $16K in Q1 2020. 92 funds tracked by Wall St. Rank hold EVT as of Q2 2020.

  • Darwin Wealth Management reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q2 2020 after selling out during the quarter.
  • Darwin Wealth Management sold 1,000 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q2 2020, an estimated $16K.
  • Darwin Wealth Management first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q1 2020 and held it in 1 quarter.
  • Darwin Wealth Management's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $16K in Q1 2020.
  • 92 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q2 2020.

Based on Darwin Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.