SEI Investments
EVT icon

SEI Investments’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

SEI Investments’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
2018
Q3 		– Sell
-1,621
Closed -$37K – 2743
2018
Q2 		$37K Sell
1,621
-420
-21% -$9.53K ﹤0.01% 2602
2018
Q1 		$45K Buy
2,041
+603
+42% +$13.8K ﹤0.01% 2391
2017
Q4 		$33K Sell
1,438
-1
-0.1% -$23 ﹤0.01% 2463
2017
Q3 		$32K Buy
1,439
+347
+32% +$7.61K ﹤0.01% 2383
2017
Q2 		$24K Hold
1,092
– – ﹤0.01% 2406
2017
Q1 		$23K Hold
1,092
– – ﹤0.01% 2305
2016
Q4 		$22K Hold
1,092
– – ﹤0.01% 2318
2016
Q3 		$22K Buy
+1,092
New +$22.5K ﹤0.01% 2255

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $648M AUM 11.62% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return