Widmann Financial Services’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Widmann Financial Services’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 Q1	–	Sell	-400	Closed	-$11K	–	205
2021 Q4	$11K	Buy	+400	New	+$11.5K	0.01%	289

Other funds holding EVT

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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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

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

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

Widmann Financial Services's EVT Position: Q1 2022 in Review

Widmann Financial Services sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q1 2022, closing a stake of 400 shares — an estimated $11K sold.

Widmann Financial Services first reported a position in EVT in Q4 2021 and held it in 1 quarter. The position peaked at $11K in Q4 2021. 113 funds tracked by Wall St. Rank hold EVT as of Q1 2022.

Widmann Financial Services reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q1 2022 after selling out during the quarter.
Widmann Financial Services sold 400 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q1 2022, an estimated $11K.
Widmann Financial Services first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q4 2021 and held it in 1 quarter.
Widmann Financial Services's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $11K in Q4 2021.
113 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q1 2022.

Based on Widmann Financial Services's 13F filing for Q1 2022, filed 4 May 2022.