D'Orazio & Associates’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

D'Orazio & Associates’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
2021 Q1	–	Sell	-1,650	Closed	-$39K	–	392
2020 Q4	$39K	Buy	+1,650	New	+$35.5K	0.01%	168

Other funds holding EVT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $530B AUM 22.01% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

FAM

Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

D'Orazio & Associates's EVT Position: Q1 2021 in Review

D'Orazio & Associates sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q1 2021, closing a stake of 1,650 shares — an estimated $39K sold.

D'Orazio & Associates first reported a position in EVT in Q4 2020 and held it in 1 quarter. The position peaked at $39K in Q4 2020. 119 funds tracked by Wall St. Rank hold EVT as of Q1 2021.

D'Orazio & Associates reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q1 2021 after selling out during the quarter.
D'Orazio & Associates sold 1,650 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q1 2021, an estimated $39K.
D'Orazio & Associates first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q4 2020 and held it in 1 quarter.
D'Orazio & Associates's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $39K in Q4 2020.
119 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q1 2021.

Based on D'Orazio & Associates's 13F filing for Q1 2021, filed 5 May 2021.