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

Fortis Capital 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
2023
Q2 		– Sell
-791
Closed -$17.9K – 275
2023
Q1 		$17.9K Hold
791
– – 0.01% 412
2022
Q4 		$18K Buy
+791
New +$18.5K 0.01% 426

Other funds holding EVT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
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
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fortis Capital Advisors's EVT Position: Q2 2023 in Review

Fortis Capital Advisors sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q2 2023, closing a stake of 791 shares — an estimated $17.9K sold.

Fortis Capital Advisors first reported a position in EVT in Q4 2022 and held it in 2 quarters. The position peaked at $18K in Q4 2022. 108 funds tracked by Wall St. Rank hold EVT as of Q2 2023.

  • Fortis Capital Advisors reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q2 2023 after selling out during the quarter.
  • Fortis Capital Advisors sold 791 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q2 2023, an estimated $17.9K.
  • Fortis Capital Advisors first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q4 2022 and held it in 2 quarters.
  • Fortis Capital Advisors's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $18K in Q4 2022.
  • 108 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q2 2023.

Based on Fortis Capital Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.