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Riggs Asset Management’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Riggs Asset 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
2020
Q3 		– Sell
-1,230
Closed -$23K – 185
2020
Q2 		$23K Hold
1,230
– – 0.01% 134
2020
Q1 		$20K Hold
1,230
– – 0.01% 137
2019
Q4 		$31K Buy
+1,230
New +$30.6K 0.01% 152

Other funds holding EVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
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
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Riggs Asset Management's EVT Position: Q3 2020 in Review

Riggs Asset Management sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q3 2020, closing a stake of 1,230 shares — an estimated $23K sold.

Riggs Asset Management first reported a position in EVT in Q4 2019 and held it in 3 quarters. The position peaked at $31K in Q4 2019. 95 funds tracked by Wall St. Rank hold EVT as of Q3 2020.

  • Riggs Asset Management reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q3 2020 after selling out during the quarter.
  • Riggs Asset Management sold 1,230 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q3 2020, an estimated $23K.
  • Riggs Asset Management first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q4 2019 and held it in 3 quarters.
  • Riggs Asset Management's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $31K in Q4 2019.
  • 95 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q3 2020.

Based on Riggs Asset Management's 13F filing for Q3 2020, filed 13 Oct 2020.