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

WealthShield 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
Q3 		– Sell
-3,412
Closed -$94K – 385
2021
Q2 		$94K Buy
3,412
+7
+0.2% +$193 0.01% 370
2021
Q1 		$89K Buy
+3,405
New +$83.6K 0.02% 353

Other funds holding EVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

WealthShield Partners's EVT Position: Q3 2021 in Review

WealthShield Partners sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q3 2021, closing a stake of 3,412 shares — an estimated $94K sold.

WealthShield Partners first reported a position in EVT in Q1 2021 and held it in 2 quarters. The position peaked at $94K in Q2 2021. 111 funds tracked by Wall St. Rank hold EVT as of Q3 2021.

  • WealthShield Partners reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 3,412 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q3 2021, an estimated $94K.
  • WealthShield Partners first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q1 2021 and held it in 2 quarters.
  • WealthShield Partners's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $94K in Q2 2021.
  • 111 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.