Mercer Global Advisors’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Mercer Global 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
2022 Q4	–	Sell	-14,109	Closed	-$307K	–	1948
2022 Q3	$307K	Hold	14,109	–	–	﹤0.01%	1389
2022 Q2	$337K	Sell	14,109 -109	-0.8%	-$2.77K	﹤0.01%	1367
2022 Q1	$412K	Sell	14,218 -100	-0.7%	-$2.77K	﹤0.01%	1333
2021 Q4	$427K	Buy	14,318 +7,000	+96%	+$202K	﹤0.01%	1286
2021 Q3	$201K	Hold	7,318	–	–	﹤0.01%	1620
2021 Q2	$202K	Sell	7,318 -720	-9%	-$19.8K	﹤0.01%	1562
2021 Q1	$211K	Buy	+8,038	New	+$197K	﹤0.01%	1459

Other funds holding EVT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors's EVT Position: Q4 2022 in Review

Mercer Global Advisors sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q4 2022, closing a stake of 14,109 shares — an estimated $307K sold.

Mercer Global Advisors first reported a position in EVT in Q1 2021 and held it in 7 quarters. The position peaked at $427K in Q4 2021. 119 funds tracked by Wall St. Rank hold EVT as of Q4 2022.

Mercer Global Advisors reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q4 2022 after selling out during the quarter.
Mercer Global Advisors sold 14,109 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q4 2022, an estimated $307K.
Mercer Global Advisors first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q1 2021 and held it in 7 quarters.
Mercer Global Advisors's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $427K in Q4 2021.
119 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q4 2022.

Based on Mercer Global Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.