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SFG
SevenBridge Financial Group’s
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
Stock Holding History
SevenBridge Financial Group’s Portfolio
EVT Stock Details
EVT Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q3
–
Sell
-70
Closed
-$2K
–
275
2019
Q2
$2K
Hold
70
–
–
﹤0.01%
583
2019
Q1
$2K
Hold
70
–
–
﹤0.01%
553
2018
Q4
$1K
Hold
70
–
–
﹤0.01%
542
2018
Q3
$2K
Hold
70
–
–
﹤0.01%
548
2018
Q2
$2K
Hold
70
–
–
﹤0.01%
554
2018
Q1
$2K
Hold
70
–
–
﹤0.01%
568
2017
Q4
$2K
Buy
+70
New
+$1.58K
﹤0.01%
578
2017
Q3
–
Sell
-70
Closed
-$2K
–
628
2017
Q2
$2K
Hold
70
–
–
﹤0.01%
593
2017
Q1
$1K
Hold
70
–
–
﹤0.01%
601
2016
Q4
$1K
Buy
+70
New
+$1.4K
﹤0.01%
612
2016
Q3
–
Sell
-70
Closed
-$1K
–
634
2016
Q2
$1K
Buy
+70
New
+$1.4K
﹤0.01%
713
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1-Year Est. Return
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1-Year Est. Return
JIC
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$3.02B AUM
21.81%
1-Year Est. Return
Wells Fargo
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$501B AUM
22.01%
1-Year Est. Return
SWP
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$8.8B AUM
21.82%
1-Year Est. Return
Cohen & Steers
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$57.6B AUM
8.03%
1-Year Est. Return
FAM
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$648M AUM
11.62%
1-Year Est. Return
GC
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$12.6B AUM
27.3%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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