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

TCWP’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
Q2 		– Sell
-983
Closed -$28K – 739
2022
Q1 		$28K Buy
+983
New +$27.2K 0.01% 605

Other funds holding EVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

TCWP's EVT Position: Q2 2022 in Review

TCWP sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q2 2022, closing a stake of 983 shares — an estimated $28K sold.

TCWP first reported a position in EVT in Q1 2022 and held it in 1 quarter. The position peaked at $28K in Q1 2022. 109 funds tracked by Wall St. Rank hold EVT as of Q2 2022.

  • TCWP reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q2 2022 after selling out during the quarter.
  • TCWP sold 983 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q2 2022, an estimated $28K.
  • TCWP first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q1 2022 and held it in 1 quarter.
  • TCWP's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $28K in Q1 2022.
  • 109 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.