Mid Atlantic Financial Management’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$360K	Buy	13,114 +2,200	+20%	+$61.4K	0.02%	579
2021 Q2	$302K	Buy	+10,914	New	+$300K	0.02%	664
2021 Q1	–	Sell	-11,955	Closed	-$283K	–	872
2020 Q4	$283K	Sell	11,955 -697	-6%	-$15K	0.02%	604
2020 Q3	$261K	Buy	12,652 +2,102	+20%	+$41.7K	0.02%	571
2020 Q2	$203K	Buy	+10,550	New	+$198K	0.02%	632
2020 Q1	–	Sell	-8,000	Closed	-$204K	–	710
2019 Q4	$204K	Buy	+8,000	New	+$199K	0.02%	643

Other funds holding EVT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FAM

Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mid Atlantic Financial Management's EVT Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) stake by 20% in Q3 2021, buying an estimated $61.4K and bringing the position to 13,114 shares worth $360K. The position accounts for 0.02% of the portfolio, ranked #579.

Mid Atlantic Financial Management first reported a position in EVT in Q4 2019 and has held it in 6 quarters since. 111 funds tracked by Wall St. Rank hold EVT as of Q3 2021.

Mid Atlantic Financial Management held 13,114 shares of Eaton Vance Tax-Advantaged Dividend Income Fund worth $360K as of Q3 2021.
Mid Atlantic Financial Management bought 2,200 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q3 2021, an estimated $61.4K.
Eaton Vance Tax-Advantaged Dividend Income Fund made up 0.02% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #579 holding.
Mid Atlantic Financial Management first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q4 2019 and has held it in 6 quarters since.
111 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.