Kessler Investment Group’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Kessler Investment Group’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 Q3	–	Sell	-2,024	Closed	-$48.8K	–	120
2025 Q2	$48.8K	Sell	2,024 -120	-6%	-$2.73K	0.02%	108
2025 Q1	$49.9K	Hold	2,144	–	–	0.02%	109
2024 Q4	$51.6K	Hold	2,144	–	–	0.02%	101
2024 Q3	$52.9K	Hold	2,144	–	–	0.03%	100
2024 Q2	$49.9K	Hold	2,144	–	–	0.03%	98
2024 Q1	$50.6K	Buy	+2,144	New	+$48.2K	0.03%	91
2013 Q4	–	Sell	-1,079	Closed	-$19K	–	127
2013 Q3	$19K	Buy	+1,079	New	+$19.7K	0.05%	93

Other funds holding EVT

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

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

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

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

1CP

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

MGAM

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

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

JIC

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

KIM

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

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

Kessler Investment Group's EVT Position: Q3 2025 in Review

Kessler Investment Group sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q3 2025, closing a stake of 2,024 shares — an estimated $48.8K sold.

Kessler Investment Group first reported a position in EVT in Q3 2013 and held it in 7 quarters. The position peaked at $52.9K in Q3 2024. 142 funds tracked by Wall St. Rank hold EVT as of Q3 2025.

Kessler Investment Group reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q3 2025 after selling out during the quarter.
Kessler Investment Group sold 2,024 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q3 2025, an estimated $48.8K.
Kessler Investment Group first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q3 2013 and held it in 7 quarters.
Kessler Investment Group's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $52.9K in Q3 2024.
142 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q3 2025.

Based on Kessler Investment Group's 13F filing for Q3 2025, filed 9 Oct 2025.