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Girard Partners’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Girard 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
2018
Q4 		– Sell
-500
Closed -$12K – 408
2018
Q3 		$12K Buy
+500
New +$12K ﹤0.01% 695

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JIC
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Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
SWP
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Girard Partners's EVT Position: Q4 2018 in Review

Girard Partners sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q4 2018, closing a stake of 500 shares — an estimated $12K sold.

Girard Partners first reported a position in EVT in Q3 2018 and held it in 1 quarter. The position peaked at $12K in Q3 2018. 107 funds tracked by Wall St. Rank hold EVT as of Q4 2018.

  • Girard Partners reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q4 2018 after selling out during the quarter.
  • Girard Partners sold 500 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q4 2018, an estimated $12K.
  • Girard Partners first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q3 2018 and held it in 1 quarter.
  • Girard Partners's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $12K in Q3 2018.
  • 107 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q4 2018.

Based on Girard Partners's 13F filing for Q4 2018, filed 11 Feb 2019.