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Foster Dykema Cabot & Partners’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Foster Dykema Cabot & Partners’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
2024
Q4 		– Sell
-1,164
Closed -$28.7K – 412
2024
Q3 		$28.7K Buy
+1,164
New +$27.8K ﹤0.01% 275

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MGAM
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JIC
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return

Foster Dykema Cabot & Partners's EVT Position: Q4 2024 in Review

Foster Dykema Cabot & Partners sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q4 2024, closing a stake of 1,164 shares — an estimated $28.7K sold.

Foster Dykema Cabot & Partners first reported a position in EVT in Q3 2024 and held it in 1 quarter. The position peaked at $28.7K in Q3 2024. 130 funds tracked by Wall St. Rank hold EVT as of Q4 2024.

  • Foster Dykema Cabot & Partners reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q4 2024 after selling out during the quarter.
  • Foster Dykema Cabot & Partners sold 1,164 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q4 2024, an estimated $28.7K.
  • Foster Dykema Cabot & Partners first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q3 2024 and held it in 1 quarter.
  • Foster Dykema Cabot & Partners's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $28.7K in Q3 2024.
  • 130 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q4 2024.

Based on Foster Dykema Cabot & Partners's 13F filing for Q4 2024, filed 13 Feb 2025.