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Lindbrook Capital’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Lindbrook Capital’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
2022
Q1 		– Sell
-10,245
Closed -$305K – 2515
2021
Q4 		$305K Buy
+10,245
New +$295K 0.05% 224
2020
Q4 		– Sell
-642
Closed -$13K – 1805
2020
Q3 		$13K Buy
+642
New +$12.7K ﹤0.01% 750

Other funds holding EVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Lindbrook Capital's EVT Position: Q1 2022 in Review

Lindbrook Capital sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q1 2022, closing a stake of 10,245 shares — an estimated $305K sold.

Lindbrook Capital first reported a position in EVT in Q3 2020 and held it in 2 quarters. The position peaked at $305K in Q4 2021. 113 funds tracked by Wall St. Rank hold EVT as of Q1 2022.

  • Lindbrook Capital reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q1 2022 after selling out during the quarter.
  • Lindbrook Capital sold 10,245 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q1 2022, an estimated $305K.
  • Lindbrook Capital first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q3 2020 and held it in 2 quarters.
  • Lindbrook Capital's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $305K in Q4 2021.
  • 113 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q1 2022.

Based on Lindbrook Capital's 13F filing for Q1 2022, filed 21 Apr 2022.