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DA
Doliver Advisors’s
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
Stock Holding History
Doliver Advisors’s Portfolio
EVT Stock Details
EVT Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q1
–
Sell
-15,193
Closed
-$289K
–
153
2018
Q4
$289K
Buy
+15,193
New
+$337K
0.14%
88
2018
Q2
–
Sell
-35,874
Closed
-$786K
–
335
2018
Q1
$786K
Buy
+35,874
New
+$820K
0.34%
35
2017
Q3
–
Sell
-22,984
Closed
-$503K
–
272
2017
Q2
$503K
Buy
+22,984
New
+$498K
0.24%
93
2017
Q1
–
Sell
-33,742
Closed
-$693K
–
243
2016
Q4
$693K
Buy
+33,742
New
+$673K
0.59%
54
2015
Q3
–
Sell
-37,587
Closed
-$744K
–
215
2015
Q2
$744K
Buy
37,587
+7,980
+27%
+$164K
0.5%
60
2015
Q1
$610K
Buy
+29,607
New
+$611K
0.39%
93
2014
Q3
–
Sell
-17,651
Closed
-$365K
–
281
2014
Q2
$365K
Buy
+17,651
New
+$354K
0.32%
129
2013
Q4
–
Sell
-36,526
Closed
-$658K
–
286
2013
Q3
$658K
Buy
36,526
+25,068
+219%
+$459K
0.4%
69
2013
Q2
$209K
Buy
+11,458
New
+$217K
0.12%
283
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$564B AUM
30.12%
1-Year Est. Return
Bank of America
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$1.37T AUM
24.88%
1-Year Est. Return
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
Cohen & Steers
New York
$57.6B AUM
8.03%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
SWP
Stratos Wealth Partners
Beachwood, Ohio
$8.8B AUM
21.82%
1-Year Est. Return
SFS
Shaker Financial Services
Arlington, Virginia
$319M AUM
3.9%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
GC
Guggenheim Capital
Chicago, Illinois
$12.6B AUM
27.3%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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