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

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

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJA

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

Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return

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

SWP

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

Sandy Spring Bank's EVT Position: Q3 2023 in Review

Sandy Spring Bank sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q3 2023, closing a stake of 240 shares — an estimated $5.46K sold.

Sandy Spring Bank first reported a position in EVT in Q4 2015 and held it in 3 quarters. The position peaked at $21K in Q4 2015. 109 funds tracked by Wall St. Rank hold EVT as of Q3 2023.

Sandy Spring Bank reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q3 2023 after selling out during the quarter.
Sandy Spring Bank sold 240 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q3 2023, an estimated $5.46K.
Sandy Spring Bank first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q4 2015 and held it in 3 quarters.
Sandy Spring Bank's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $21K in Q4 2015.
109 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q3 2023.

Based on Sandy Spring Bank's 13F filing for Q3 2023, filed 30 Oct 2023.