Money Concepts Capital’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Money Concepts Capital’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 Q1	–	Sell	-5,754	Closed	-$131K	–	1232
2022 Q4	$131K	Buy	+5,754	New	+$135K	0.01%	864

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

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

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

Money Concepts Capital's EVT Position: Q1 2023 in Review

Money Concepts Capital sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q1 2023, closing a stake of 5,754 shares — an estimated $131K sold.

Money Concepts Capital first reported a position in EVT in Q4 2022 and held it in 1 quarter. The position peaked at $131K in Q4 2022. 112 funds tracked by Wall St. Rank hold EVT as of Q1 2023.

Money Concepts Capital reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 5,754 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q1 2023, an estimated $131K.
Money Concepts Capital first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q4 2022 and held it in 1 quarter.
Money Concepts Capital's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $131K in Q4 2022.
112 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.