Plante Moran Financial Advisors’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Plante Moran Financial 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
2025 Q1	–	Sell	-163	Closed	-$3.92K	–	846
2024 Q4	$3.92K	Buy	+163	New	+$4.03K	﹤0.01%	723
2021 Q4	–	Sell	-10,000	Closed	-$274K	–	1026
2021 Q3	$274K	Hold	10,000	–	–	0.06%	148
2021 Q2	$276K	Buy	+10,000	New	+$275K	0.07%	141
2018 Q2	–	Sell	-4,000	Closed	-$88K	–	862
2018 Q1	$88K	Hold	4,000	–	–	0.05%	254
2017 Q4	$93K	Hold	4,000	–	–	0.05%	235
2017 Q3	$89K	Hold	4,000	–	–	0.05%	220
2017 Q2	$88K	Hold	4,000	–	–	0.06%	218
2017 Q1	$85K	Hold	4,000	–	–	0.05%	234
2016 Q4	$82K	Hold	4,000	–	–	0.05%	244
2016 Q3	$81K	Hold	4,000	–	–	0.05%	237
2016 Q2	$81K	Hold	4,000	–	–	0.06%	215
2016 Q1	$77K	Buy	+4,000	New	+$72.9K	0.06%	206

Other funds holding EVT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

MGAM

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

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

Plante Moran Financial Advisors's EVT Position: Q1 2025 in Review

Plante Moran Financial Advisors sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q1 2025, closing a stake of 163 shares — an estimated $3.92K sold.

Plante Moran Financial Advisors first reported a position in EVT in Q1 2016 and held it in 12 quarters. The position peaked at $276K in Q2 2021. 134 funds tracked by Wall St. Rank hold EVT as of Q1 2025.

Plante Moran Financial Advisors reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q1 2025 after selling out during the quarter.
Plante Moran Financial Advisors sold 163 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q1 2025, an estimated $3.92K.
Plante Moran Financial Advisors first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q1 2016 and held it in 12 quarters.
Plante Moran Financial Advisors's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $276K in Q2 2021.
134 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q1 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.