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

Tucker Asset 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
2024
Q3 		– Sell
-1,273
Closed -$29.6K – 1527
2024
Q2 		$29.6K Sell
1,273
-856
-40% -$19.9K 0.01% 506
2024
Q1 		$50.2K Sell
2,129
-18,667
-90% -$419K 0.01% 441
2023
Q4 		$463K Buy
+20,796
New +$430K 0.12% 69

Other funds holding EVT

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Tucker Asset Management's EVT Position: Q3 2024 in Review

Tucker Asset Management sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q3 2024, closing a stake of 1,273 shares — an estimated $29.6K sold.

Tucker Asset Management first reported a position in EVT in Q4 2023 and held it in 3 quarters. The position peaked at $463K in Q4 2023. 130 funds tracked by Wall St. Rank hold EVT as of Q3 2024.

  • Tucker Asset Management reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q3 2024 after selling out during the quarter.
  • Tucker Asset Management sold 1,273 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q3 2024, an estimated $29.6K.
  • Tucker Asset Management first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q4 2023 and held it in 3 quarters.
  • Tucker Asset Management's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $463K in Q4 2023.
  • 130 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q3 2024.

Based on Tucker Asset Management's 13F filing for Q3 2024, filed 3 Feb 2025.