GHP Investment Advisors’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

GHP Investment 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
2025 Q1	–	Sell	-1,837	Closed	-$44.2K	–	983
2024 Q4	$44.2K	Sell	1,837 -1,102	-37%	-$27.2K	﹤0.01%	510
2024 Q3	$72.6K	Buy	+2,939	New	+$70.3K	﹤0.01%	476

Other funds holding EVT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GHP Investment Advisors's EVT Position: Q1 2025 in Review

GHP Investment Advisors sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q1 2025, closing a stake of 1,837 shares — an estimated $44.2K sold.

GHP Investment Advisors first reported a position in EVT in Q3 2024 and held it in 2 quarters. The position peaked at $72.6K in Q3 2024. 134 funds tracked by Wall St. Rank hold EVT as of Q1 2025.

GHP Investment Advisors reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q1 2025 after selling out during the quarter.
GHP Investment Advisors sold 1,837 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q1 2025, an estimated $44.2K.
GHP Investment Advisors first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q3 2024 and held it in 2 quarters.
GHP Investment Advisors's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $72.6K in Q3 2024.
134 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q1 2025.

Based on GHP Investment Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.