Total Clarity Wealth Management’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Total Clarity Wealth 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
2020 Q1	–	Sell	-340	Closed	-$9K	–	238
2019 Q4	$9K	Buy	+340	New	+$8.46K	0.01%	507

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 $629M AUM 15.56% 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

Total Clarity Wealth Management's EVT Position: Q1 2020 in Review

Total Clarity Wealth Management sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q1 2020, closing a stake of 340 shares — an estimated $9K sold.

Total Clarity Wealth Management first reported a position in EVT in Q4 2019 and held it in 1 quarter. The position peaked at $9K in Q4 2019. 98 funds tracked by Wall St. Rank hold EVT as of Q1 2020.

Total Clarity Wealth Management reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q1 2020 after selling out during the quarter.
Total Clarity Wealth Management sold 340 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q1 2020, an estimated $9K.
Total Clarity Wealth Management first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q4 2019 and held it in 1 quarter.
Total Clarity Wealth Management's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $9K in Q4 2019.
98 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q1 2020.

Based on Total Clarity Wealth Management's 13F filing for Q1 2020, filed 24 Apr 2020.