Raffa Wealth Management’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Raffa Wealth 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
2015 Q1	–	Sell	-205	Closed	-$4.26K	–	820
2014 Q4	$4.26K	Hold	205	–	–	﹤0.01%	212
2014 Q3	$4.14K	Hold	205	–	–	﹤0.01%	215
2014 Q2	$4.24K	Hold	205	–	–	﹤0.01%	190
2014 Q1	$4.03K	Hold	205	–	–	﹤0.01%	189
2013 Q4	$4.26K	Buy	+205	New	+$3.79K	﹤0.01%	212

Other funds holding EVT

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

Cohen & Steers New York $63.2B AUM 17.15% 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

KIM

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

JIC

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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

Raffa Wealth Management's EVT Position: Q1 2015 in Review

Raffa Wealth Management sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q1 2015, closing a stake of 205 shares — an estimated $4.26K sold.

Raffa Wealth Management first reported a position in EVT in Q4 2013 and held it in 5 quarters. The position peaked at $4.26K in Q4 2014. 82 funds tracked by Wall St. Rank hold EVT as of Q1 2015.

Raffa Wealth Management reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q1 2015 after selling out during the quarter.
Raffa Wealth Management sold 205 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q1 2015, an estimated $4.26K.
Raffa Wealth Management first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q4 2013 and held it in 5 quarters.
Raffa Wealth Management's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $4.26K in Q4 2014.
82 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q1 2015.

Based on Raffa Wealth Management's 13F filing for Q1 2015, filed 27 Jul 2026.