EWG Elevate’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

EWG Elevate’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
2023 Q1	–	Sell	-1,395	Closed	-$31.8K	–	272
2022 Q4	$31.8K	Buy	+1,395	New	+$32.7K	0.02%	218

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

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

EWG Elevate's EVT Position: Q1 2023 in Review

EWG Elevate sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q1 2023, closing a stake of 1,395 shares — an estimated $31.8K sold.

EWG Elevate first reported a position in EVT in Q4 2022 and held it in 1 quarter. The position peaked at $31.8K in Q4 2022. 112 funds tracked by Wall St. Rank hold EVT as of Q1 2023.

EWG Elevate reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q1 2023 after selling out during the quarter.
EWG Elevate sold 1,395 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q1 2023, an estimated $31.8K.
EWG Elevate first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q4 2022 and held it in 1 quarter.
EWG Elevate's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $31.8K in Q4 2022.
112 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q1 2023.

Based on EWG Elevate's 13F filing for Q1 2023, filed 13 Apr 2023.