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Global Wealth Management Investment Advisory’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Global Wealth Management Investment Advisory’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
2019
Q4 		– Sell
-290
Closed -$7K – 650
2019
Q3 		$7K Buy
+290
New +$7K ﹤0.01% 366

Other funds holding EVT

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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
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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Global Wealth Management Investment Advisory's EVT Position: Q4 2019 in Review

Global Wealth Management Investment Advisory sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q4 2019, closing a stake of 290 shares — an estimated $7K sold.

Global Wealth Management Investment Advisory first reported a position in EVT in Q3 2019 and held it in 1 quarter. The position peaked at $7K in Q3 2019. 108 funds tracked by Wall St. Rank hold EVT as of Q4 2019.

  • Global Wealth Management Investment Advisory reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q4 2019 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 290 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q4 2019, an estimated $7K.
  • Global Wealth Management Investment Advisory first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q3 2019 and held it in 1 quarter.
  • Global Wealth Management Investment Advisory's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $7K in Q3 2019.
  • 108 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q4 2019.

Based on Global Wealth Management Investment Advisory's 13F filing for Q4 2019, filed 14 Feb 2020.