Thrivent Financial for Lutherans
EVT icon

Thrivent Financial for Lutherans’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Thrivent Financial for Lutherans’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
2017
Q4 		– Sell
-4,874
Closed -$108K – 2100
2017
Q3 		$108K Buy
+4,874
New +$107K ﹤0.01% 1925

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
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TPW
Tiller Private Wealth Bethlehem, Pennsylvania $319M AUM 23.48% 1-Year Est. Return

Thrivent Financial for Lutherans's EVT Position: Q4 2017 in Review

Thrivent Financial for Lutherans sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q4 2017, closing a stake of 4,874 shares — an estimated $108K sold.

Thrivent Financial for Lutherans first reported a position in EVT in Q3 2017 and held it in 1 quarter. The position peaked at $108K in Q3 2017. 99 funds tracked by Wall St. Rank hold EVT as of Q4 2017.

  • Thrivent Financial for Lutherans reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q4 2017 after selling out during the quarter.
  • Thrivent Financial for Lutherans sold 4,874 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q4 2017, an estimated $108K.
  • Thrivent Financial for Lutherans first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q3 2017 and held it in 1 quarter.
  • Thrivent Financial for Lutherans's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $108K in Q3 2017.
  • 99 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q4 2017.

Based on Thrivent Financial for Lutherans's 13F filing for Q4 2017, filed 14 Feb 2018.