Goldman Sachs
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Goldman Sachs’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Goldman Sachs’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
2020
Q3 		– Sell
-38,630
Closed -$743K – 5374
2020
Q2 		$743K Sell
38,630
-52,708
-58% -$991K ﹤0.01% 4150
2020
Q1 		$1.54M Buy
91,338
+79,015
+641% +$1.81M ﹤0.01% 3477
2019
Q4 		$314K Hold
12,323
– – ﹤0.01% 4723
2019
Q3 		$303K Hold
12,323
– – ﹤0.01% 4681
2019
Q2 		$293K Sell
12,323
-717
-5% -$16.6K ﹤0.01% 4631
2019
Q1 		$291K Sell
13,040
-7
-0.1% -$149 ﹤0.01% 4644
2018
Q4 		$248K Buy
+13,047
New +$289K ﹤0.01% 4730
2018
Q2 		– Sell
-10,852
Closed -$238K – 5752
2018
Q1 		$238K Buy
+10,852
New +$248K ﹤0.01% 4903
2017
Q4 		– Sell
-11,042
Closed -$244K – 6427
2017
Q3 		$244K Sell
11,042
-2,017
-15% -$44.2K ﹤0.01% 5622
2017
Q2 		$286K Buy
13,059
+1,973
+18% +$42.8K ﹤0.01% 5543
2017
Q1 		$234K Sell
11,086
-3,653
-25% -$78.5K ﹤0.01% 5629
2016
Q4 		$303K Buy
14,739
+7
+0% +$140 ﹤0.01% 5475
2016
Q3 		$297K Sell
14,732
-3,159
-18% -$65.2K ﹤0.01% 5489
2016
Q2 		$360K Sell
17,891
-2,618
-13% -$52.2K ﹤0.01% 5181
2016
Q1 		$394K Buy
20,509
+624
+3% +$11.4K ﹤0.01% 4992
2015
Q4 		$385K Sell
19,885
-4,917
-20% -$96K ﹤0.01% 5131
2015
Q3 		$456K Buy
24,802
+1,372
+6% +$26.9K ﹤0.01% 5244
2015
Q2 		$464K Sell
23,430
-2,691
-10% -$55.3K ﹤0.01% 5282
2015
Q1 		$538K Buy
26,121
+3,066
+13% +$63.3K ﹤0.01% 5054
2014
Q4 		$480K Buy
23,055
+717
+3% +$14.5K ﹤0.01% 5325
2014
Q3 		$451K Buy
22,338
+2,708
+14% +$55.3K ﹤0.01% 5370
2014
Q2 		$406K Sell
19,630
-8,311
-30% -$167K ﹤0.01% 5501
2014
Q1 		$549K Sell
27,941
-3,840
-12% -$73.7K ﹤0.01% 5204
2013
Q4 		$604K Buy
31,781
+2,848
+10% +$52.7K ﹤0.01% 5155
2013
Q3 		$521K Buy
28,933
+14,402
+99% +$264K ﹤0.01% 5131
2013
Q2 		$265K Buy
+14,531
New +$275K ﹤0.01% 5400

Other funds holding EVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Goldman Sachs's EVT Position: Q3 2020 in Review

Goldman Sachs sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q3 2020, closing a stake of 38,630 shares — an estimated $743K sold.

Goldman Sachs first reported a position in EVT in Q2 2013 and held it in 26 quarters. The position peaked at $1.54M in Q1 2020. 95 funds tracked by Wall St. Rank hold EVT as of Q3 2020.

  • Goldman Sachs reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q3 2020 after selling out during the quarter.
  • Goldman Sachs sold 38,630 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q3 2020, an estimated $743K.
  • Goldman Sachs first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q2 2013 and held it in 26 quarters.
  • Goldman Sachs's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $1.54M in Q1 2020.
  • 95 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q3 2020.

Based on Goldman Sachs's 13F filing for Q3 2020, filed 13 Nov 2020.