MPWT
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MassMutual Private Wealth & Trust’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

MassMutual Private Wealth & Trust’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
2023
Q2 		– Sell
-8
Closed -$181 – 1952
2023
Q1 		$181 Buy
+8
New +$186 ﹤0.01% 1770
2015
Q4 		– Sell
-87
Closed -$1.76K – 869
2015
Q3 		$1.76K Buy
+87
New +$1.71K ﹤0.01% 706
2014
Q4 		– Sell
-87
Closed -$1.76K – 653
2014
Q3 		$1.76K Buy
+87
New +$1.78K ﹤0.01% 682
2014
Q2 		– Sell
-538
Closed -$10.8K – 582
2014
Q1 		$10.6K Hold
538
– – 0.01% 326
2013
Q4 		$10.2K Buy
+538
New +$9.96K 0.01% 288

Other funds holding EVT

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Morgan Stanley
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JIC
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MGAM
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RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
SWP
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return