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RAFFA WEALTH MANAGEMENT, LLC’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
2015
Q1 		– Sell
-205
Closed -$4.26K – 820
2014
Q4 		$4.26K Hold
205
– – ﹤0.01% 212
2014
Q3 		$4.14K Hold
205
– – ﹤0.01% 215
2014
Q2 		$4.24K Hold
205
– – ﹤0.01% 190
2014
Q1 		$4.03K Hold
205
– – ﹤0.01% 189
2013
Q4 		$4.26K Buy
+205
New +$3.79K ﹤0.01% 212

Other funds holding EVT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's EVT Position: Q1 2015 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q1 2015, closing a stake of 205 shares — an estimated $4.26K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in EVT in Q4 2013 and held it in 5 quarters. The position peaked at $4.26K in Q4 2014. 82 funds tracked by Wall St. Rank hold EVT as of Q1 2015.

  • RAFFA WEALTH MANAGEMENT, LLC reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q1 2015 after selling out during the quarter.
  • RAFFA WEALTH MANAGEMENT, LLC sold 205 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q1 2015, an estimated $4.26K.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q4 2013 and held it in 5 quarters.
  • RAFFA WEALTH MANAGEMENT, LLC's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $4.26K in Q4 2014.
  • 82 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q1 2015.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q1 2015, filed 27 Jul 2026.