Laurel Wealth Advisors (California)’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Laurel Wealth Advisors (California)’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 Q1	–	Sell	-11,302	Closed	-$288K	–	381
2019 Q4	$288K	Sell	11,302 -967	-8%	-$24K	0.05%	355
2019 Q3	$301K	Sell	12,269 -64	-0.5%	-$1.54K	0.05%	341
2019 Q2	$294K	Buy	12,333 +27	+0.2%	+$626	0.06%	306
2019 Q1	$274K	Buy	12,306 +29	+0.2%	+$617	0.07%	300
2018 Q4	$233K	Sell	12,277 -9,640	-44%	-$214K	0.07%	292
2018 Q3	$537K	Sell	21,917 -65	-0.3%	-$1.56K	0.13%	176
2018 Q2	$506K	Sell	21,982 -100	-0.5%	-$2.27K	0.13%	173
2018 Q1	$483K	Sell	22,082 -2,068	-9%	-$47.3K	0.15%	165
2017 Q4	$561K	Buy	24,150 +40	+0.2%	+$903	0.16%	154
2017 Q3	$533K	Buy	24,110 +2,741	+13%	+$60.1K	0.18%	138
2017 Q2	$467K	Buy	21,369 +7,701	+56%	+$167K	0.17%	158
2017 Q1	$289K	Buy	+13,668	New	+$294K	0.11%	202

Other funds holding EVT

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

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

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

KIM

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

FAM

Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

Laurel Wealth Advisors (California)'s EVT Position: Q1 2020 in Review

Laurel Wealth Advisors (California) sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q1 2020, closing a stake of 11,302 shares — an estimated $288K sold.

Laurel Wealth Advisors (California) first reported a position in EVT in Q1 2017 and held it in 12 quarters. The position peaked at $561K in Q4 2017. 98 funds tracked by Wall St. Rank hold EVT as of Q1 2020.

Laurel Wealth Advisors (California) reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q1 2020 after selling out during the quarter.
Laurel Wealth Advisors (California) sold 11,302 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q1 2020, an estimated $288K.
Laurel Wealth Advisors (California) first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q1 2017 and held it in 12 quarters.
Laurel Wealth Advisors (California)'s Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $561K in Q4 2017.
98 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q1 2020.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q1 2020, filed 15 May 2020.