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Legacy Capital Wealth Partners’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Legacy Capital Wealth Partners’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
2024
Q2 		– Sell
-48,296
Closed -$1.1M – 325
2024
Q1 		$1.1M Buy
+48,296
New +$1.09M 0.78% 42

Other funds holding EVT

CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 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
Wells Fargo
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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Legacy Capital Wealth Partners's EVT Position: Q2 2024 in Review

Legacy Capital Wealth Partners sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q2 2024, closing a stake of 48,296 shares — an estimated $1.1M sold.

Legacy Capital Wealth Partners first reported a position in EVT in Q1 2024 and held it in 1 quarter. The position peaked at $1.1M in Q1 2024. 124 funds tracked by Wall St. Rank hold EVT as of Q2 2024.

  • Legacy Capital Wealth Partners reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q2 2024 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 48,296 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q2 2024, an estimated $1.1M.
  • Legacy Capital Wealth Partners first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q1 2024 and held it in 1 quarter.
  • Legacy Capital Wealth Partners's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $1.1M in Q1 2024.
  • 124 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q2 2024.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2024, filed 2 Aug 2024.