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

Laidlaw Wealth Management’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
2021 Q4	–	Sell	-16,722	Closed	-$459K	–	397
2021 Q3	$459K	Buy	16,722 +661	+4%	+$18.4K	0.12%	162
2021 Q2	$444K	Buy	16,061 +2,311	+17%	+$63.6K	0.11%	162
2021 Q1	$361K	Buy	+13,750	New	+$337K	0.12%	149

Other funds holding EVT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Laidlaw Wealth Management's EVT Position: Q4 2021 in Review

Laidlaw Wealth Management sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q4 2021, closing a stake of 16,722 shares — an estimated $459K sold.

Laidlaw Wealth Management first reported a position in EVT in Q1 2021 and held it in 3 quarters. The position peaked at $459K in Q3 2021. 121 funds tracked by Wall St. Rank hold EVT as of Q4 2021.

Laidlaw Wealth Management reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q4 2021 after selling out during the quarter.
Laidlaw Wealth Management sold 16,722 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q4 2021, an estimated $459K.
Laidlaw Wealth Management first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q1 2021 and held it in 3 quarters.
Laidlaw Wealth Management's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $459K in Q3 2021.
121 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q4 2021.

Based on Laidlaw Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.