Wealthcare Advisory Partners’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Wealthcare Advisory Partners’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 Q2	–	Sell	-3,465	Closed	-$91K	–	938
2021 Q1	$91K	Buy	+3,465	New	+$85K	0.01%	693
2020 Q2	–	Sell	-3,465	Closed	-$58K	–	634
2020 Q1	$58K	Hold	3,465	–	–	0.01%	480
2019 Q4	$88K	Hold	3,465	–	–	0.01%	425
2019 Q3	$85K	Hold	3,465	–	–	0.01%	429
2019 Q2	$82K	Hold	3,465	–	–	0.01%	419
2019 Q1	$77K	Hold	3,465	–	–	0.01%	390
2018 Q4	$66K	Sell	3,465 -611	-15%	-$13.6K	0.01%	381
2018 Q3	$100K	Buy	4,076 +611	+18%	+$14.6K	0.02%	339
2018 Q2	$80K	Hold	3,465	–	–	0.02%	371
2018 Q1	$76K	Hold	3,465	–	–	0.02%	326
2017 Q4	$81K	Hold	3,465	–	–	0.02%	295
2017 Q3	$77K	Buy	+3,465	New	+$75.9K	0.02%	250

Other funds holding EVT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FAM

Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthcare Advisory Partners's EVT Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q2 2021, closing a stake of 3,465 shares — an estimated $91K sold.

Wealthcare Advisory Partners first reported a position in EVT in Q3 2017 and held it in 12 quarters. The position peaked at $100K in Q3 2018. 110 funds tracked by Wall St. Rank hold EVT as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 3,465 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q2 2021, an estimated $91K.
Wealthcare Advisory Partners first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q3 2017 and held it in 12 quarters.
Wealthcare Advisory Partners's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $100K in Q3 2018.
110 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.