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Tru Independence Asset Management 2’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Tru Independence Asset Management 2’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
Q1 		– Sell
-1,231
Closed -$29K – 207
2020
Q4 		$29K Buy
+1,231
New +$26.5K 0.02% 221

Other funds holding EVT

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Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Tru Independence Asset Management 2's EVT Position: Q1 2021 in Review

Tru Independence Asset Management 2 sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q1 2021, closing a stake of 1,231 shares — an estimated $29K sold.

Tru Independence Asset Management 2 first reported a position in EVT in Q4 2020 and held it in 1 quarter. The position peaked at $29K in Q4 2020. 119 funds tracked by Wall St. Rank hold EVT as of Q1 2021.

  • Tru Independence Asset Management 2 reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q1 2021 after selling out during the quarter.
  • Tru Independence Asset Management 2 sold 1,231 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q1 2021, an estimated $29K.
  • Tru Independence Asset Management 2 first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q4 2020 and held it in 1 quarter.
  • Tru Independence Asset Management 2's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $29K in Q4 2020.
  • 119 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q1 2021.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2021, filed 19 May 2021.