Mercer Global Advisors
EVT icon

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return