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Westside Investment Management’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Westside Investment 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
2022
Q4 		– Sell
-884
Closed -$19 – 814
2022
Q3 		$19 Hold
884
– – ﹤0.01% 516
2022
Q2 		$21 Buy
+884
New +$22.4K ﹤0.01% 505

Other funds holding EVT

Bank of America
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
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Westside Investment Management's EVT Position: Q4 2022 in Review

Westside Investment Management sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q4 2022, closing a stake of 884 shares — an estimated $19 sold.

Westside Investment Management first reported a position in EVT in Q2 2022 and held it in 2 quarters. The position peaked at $21 in Q2 2022. 119 funds tracked by Wall St. Rank hold EVT as of Q4 2022.

  • Westside Investment Management reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q4 2022 after selling out during the quarter.
  • Westside Investment Management sold 884 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q4 2022, an estimated $19.
  • Westside Investment Management first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q2 2022 and held it in 2 quarters.
  • Westside Investment Management's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $21 in Q2 2022.
  • 119 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q4 2022.

Based on Westside Investment Management's 13F filing for Q4 2022, filed 31 Jan 2023.