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Sonora Investment Management’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Sonora Investment 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
2021
Q3 		$11K Hold
400
– – ﹤0.01% 755
2021
Q2 		$11K Hold
400
– – ﹤0.01% 694
2021
Q1 		$11K Buy
+400
New +$9.82K ﹤0.01% 1203

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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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Sonora Investment Management's EVT Position: Q3 2021 in Review

Sonora Investment Management held its Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) position steady in Q3 2021 at 400 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #755.

Sonora Investment Management first reported a position in EVT in Q1 2021 and has held it in 3 quarters since. 111 funds tracked by Wall St. Rank hold EVT as of Q3 2021.

  • Sonora Investment Management held 400 shares of Eaton Vance Tax-Advantaged Dividend Income Fund worth $11K as of Q3 2021.
  • Sonora Investment Management left its Eaton Vance Tax-Advantaged Dividend Income Fund share count unchanged in Q3 2021.
  • Eaton Vance Tax-Advantaged Dividend Income Fund made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #755 holding.
  • Sonora Investment Management first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q1 2021 and has held it in 3 quarters since.
  • 111 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.