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

Liberty 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
2020 Q2	–	Sell	-1,980	Closed	-$33K	–	889
2020 Q1	$33K	Hold	1,980	–	–	0.03%	267
2019 Q4	$50K	Hold	1,980	–	–	0.04%	244
2019 Q3	$49K	Hold	1,980	–	–	0.05%	230
2019 Q2	$47K	Buy	+1,980	New	+$45.9K	0.04%	251

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

Liberty Wealth Management's EVT Position: Q2 2020 in Review

Liberty Wealth Management sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q2 2020, closing a stake of 1,980 shares — an estimated $33K sold.

Liberty Wealth Management first reported a position in EVT in Q2 2019 and held it in 4 quarters. The position peaked at $50K in Q4 2019. 92 funds tracked by Wall St. Rank hold EVT as of Q2 2020.

Liberty Wealth Management reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q2 2020 after selling out during the quarter.
Liberty Wealth Management sold 1,980 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q2 2020, an estimated $33K.
Liberty Wealth Management first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q2 2019 and held it in 4 quarters.
Liberty Wealth Management's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $50K in Q4 2019.
92 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q2 2020.

Based on Liberty Wealth Management's 13F filing for Q2 2020, filed 4 Aug 2020.