TD Private Client Wealth’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

TD Private Client Wealth’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
2020 Q1	–	Sell	-244	Closed	-$6.23K	–	1092
2019 Q4	$6.23K	Buy	+244	New	+$6.07K	﹤0.01%	797

Other funds holding EVT

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

FAM

Formidable Asset Management Cincinnati, Ohio $648M AUM 11.62% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TD Private Client Wealth's EVT Position: Q1 2020 in Review

TD Private Client Wealth sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q1 2020, closing a stake of 244 shares — an estimated $6.23K sold.

TD Private Client Wealth first reported a position in EVT in Q4 2019 and held it in 1 quarter. The position peaked at $6.23K in Q4 2019. 98 funds tracked by Wall St. Rank hold EVT as of Q1 2020.

TD Private Client Wealth reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q1 2020 after selling out during the quarter.
TD Private Client Wealth sold 244 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q1 2020, an estimated $6.23K.
TD Private Client Wealth first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q4 2019 and held it in 1 quarter.
TD Private Client Wealth's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $6.23K in Q4 2019.
98 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q1 2020.

Based on TD Private Client Wealth's 13F filing for Q1 2020, filed 16 Aug 2024.