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Legacy Financial Advisors’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Legacy Financial Advisors’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
2019
Q2 		– Sell
-375
Closed -$8K – 367
2019
Q1 		$8K Buy
+375
New +$7.98K ﹤0.01% 663

Other funds holding EVT

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JIC
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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
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Legacy Financial Advisors's EVT Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q2 2019, closing a stake of 375 shares — an estimated $8K sold.

Legacy Financial Advisors first reported a position in EVT in Q1 2019 and held it in 1 quarter. The position peaked at $8K in Q1 2019. 98 funds tracked by Wall St. Rank hold EVT as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 375 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q2 2019, an estimated $8K.
  • Legacy Financial Advisors first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q1 2019 and held it in 1 quarter.
  • Legacy Financial Advisors's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $8K in Q1 2019.
  • 98 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.