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

Litman Gregory 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
Q4 		– Sell
-3,500
Closed -$69K – 206
2020
Q3 		$69K Buy
+3,500
New +$69.5K 0.01% 85

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Litman Gregory Wealth Management's EVT Position: Q4 2020 in Review

Litman Gregory Wealth Management sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q4 2020, closing a stake of 3,500 shares — an estimated $69K sold.

Litman Gregory Wealth Management first reported a position in EVT in Q3 2020 and held it in 1 quarter. The position peaked at $69K in Q3 2020. 114 funds tracked by Wall St. Rank hold EVT as of Q4 2020.

  • Litman Gregory Wealth Management reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q4 2020 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 3,500 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q4 2020, an estimated $69K.
  • Litman Gregory Wealth Management first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q3 2020 and held it in 1 quarter.
  • Litman Gregory Wealth Management's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $69K in Q3 2020.
  • 114 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q4 2020.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2020, filed 5 Feb 2021.