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Safeguard Financial’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Safeguard Financial’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
2023
Q3 		– Sell
-701
Closed -$15K – 222
2023
Q2 		$15K Buy
+701
New +$15.6K 0.01% 291

Other funds holding EVT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Safeguard Financial's EVT Position: Q3 2023 in Review

Safeguard Financial sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q3 2023, closing a stake of 701 shares — an estimated $15K sold.

Safeguard Financial first reported a position in EVT in Q2 2023 and held it in 1 quarter. The position peaked at $15K in Q2 2023. 109 funds tracked by Wall St. Rank hold EVT as of Q3 2023.

  • Safeguard Financial reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q3 2023 after selling out during the quarter.
  • Safeguard Financial sold 701 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q3 2023, an estimated $15K.
  • Safeguard Financial first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q2 2023 and held it in 1 quarter.
  • Safeguard Financial's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $15K in Q2 2023.
  • 109 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.