SeaCrest Wealth Management’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

SeaCrest Wealth 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
2022 Q3	–	Sell	-2,043	Closed	-$49K	–	891
2022 Q2	$49K	Buy	+2,043	New	+$51.8K	0.01%	1119
2019 Q2	–	Sell	-2,043	Closed	-$46K	–	921
2019 Q1	$46K	Buy	2,043 +2,000	+4,651%	+$42.6K	0.01%	967
2018 Q4	$1K	Sell	43 -250	-85%	-$5.54K	﹤0.01%	2001
2018 Q3	$7K	Hold	293	–	–	﹤0.01%	1759
2018 Q2	$7K	Hold	293	–	–	﹤0.01%	1714
2018 Q1	$6K	Hold	293	–	–	﹤0.01%	1733
2017 Q4	$7K	Buy	+293	New	+$6.62K	﹤0.01%	1706

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

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

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

SWP

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SeaCrest Wealth Management's EVT Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q3 2022, closing a stake of 2,043 shares — an estimated $49K sold.

SeaCrest Wealth Management first reported a position in EVT in Q4 2017 and held it in 7 quarters. The position peaked at $49K in Q2 2022. 110 funds tracked by Wall St. Rank hold EVT as of Q3 2022.

SeaCrest Wealth Management reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 2,043 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q3 2022, an estimated $49K.
SeaCrest Wealth Management first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q4 2017 and held it in 7 quarters.
SeaCrest Wealth Management's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $49K in Q2 2022.
110 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.