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Realta Investment Advisors’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Realta Investment 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
2019
Q3 		– Sell
-400
Closed -$10K – 1651
2019
Q2 		$10K Buy
+400
New +$9.28K ﹤0.01% 1131

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JIC
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Wells Fargo
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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $648M AUM 11.62% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Realta Investment Advisors's EVT Position: Q3 2019 in Review

Realta Investment Advisors sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q3 2019, closing a stake of 400 shares — an estimated $10K sold.

Realta Investment Advisors first reported a position in EVT in Q2 2019 and held it in 1 quarter. The position peaked at $10K in Q2 2019. 97 funds tracked by Wall St. Rank hold EVT as of Q3 2019.

  • Realta Investment Advisors reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q3 2019 after selling out during the quarter.
  • Realta Investment Advisors sold 400 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q3 2019, an estimated $10K.
  • Realta Investment Advisors first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q2 2019 and held it in 1 quarter.
  • Realta Investment Advisors's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $10K in Q2 2019.
  • 97 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q3 2019.

Based on Realta Investment Advisors's 13F filing for Q3 2019, filed 18 Oct 2019.