Ranch Capital Advisors’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Ranch Capital 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
2021 Q4	–	Sell	-200	Closed	-$5K	–	284
2021 Q3	$5K	Hold	200	–	–	﹤0.01%	536
2021 Q2	$5K	Hold	200	–	–	﹤0.01%	740
2021 Q1	$5K	Hold	200	–	–	﹤0.01%	736
2020 Q4	$4K	Hold	200	–	–	﹤0.01%	750
2020 Q3	$3K	Hold	200	–	–	﹤0.01%	758
2020 Q2	$4K	Hold	200	–	–	﹤0.01%	765
2020 Q1	$3K	Hold	200	–	–	﹤0.01%	756
2019 Q4	$5K	Buy	+200	New	+$4.97K	﹤0.01%	780

Other funds holding EVT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ranch Capital Advisors's EVT Position: Q4 2021 in Review

Ranch Capital Advisors sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q4 2021, closing a stake of 200 shares — an estimated $5K sold.

Ranch Capital Advisors first reported a position in EVT in Q4 2019 and held it in 8 quarters. The position peaked at $5K in Q3 2021. 121 funds tracked by Wall St. Rank hold EVT as of Q4 2021.

Ranch Capital Advisors reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q4 2021 after selling out during the quarter.
Ranch Capital Advisors sold 200 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q4 2021, an estimated $5K.
Ranch Capital Advisors first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q4 2019 and held it in 8 quarters.
Ranch Capital Advisors's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $5K in Q3 2021.
121 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q4 2021.

Based on Ranch Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.