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Sandy Spring Bank’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Sandy Spring Bank’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
-240
Closed -$5.46K – 1210
2023
Q2 		$5.46K Buy
+240
New +$5.34K ﹤0.01% 945
2016
Q2 		– Sell
-1,065
Closed -$20K – 913
2016
Q1 		$20K Hold
1,065
– – ﹤0.01% 575
2015
Q4 		$21K Buy
+1,065
New +$20.8K ﹤0.01% 546

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JIC
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Morgan Stanley
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MGAM
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Wells Fargo
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RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CA
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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