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Shaker Financial Services, LLC → EVT
Shaker Financial Services, LLC EVT Position History
Eaton Vance Tax-Advantaged Dividend Income Fund • Financial Services
Quarters held
9
Latest value
$2.2M
Q3 2026
Peak value
$4.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2M |
| Q3 2025 | $2.7M |
| Q4 2025 | $4.3M |
| Q4 2025 | $3.5M |
| Q1 2026 | $1.5M |
| Q1 2026 | $4M |
| Q2 2026 | $2.8M |
| Q3 2026 | $2.6M |
| Q3 2026 | $2.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.2M | 73.6K | — | — |
| Q3 2026 | $2.6M | 94.7K | — | — |
| Q2 2026 | $2.8M | 92.1K | — | — |
| Q1 2026 | $4M | 151.1K | — | — |
| Q1 2026 | $1.5M | 62.3K | — | — |
| Q4 2025 | $3.5M | 114.0K | — | — |
| Q4 2025 | $4.3M | 171.3K | — | — |
| Q3 2025 | $2.7M | 97.1K | — | — |
| Q3 2025 | $2M | 81.5K | — | — |
Other funds holding EVT
$27.4M
$23.9M
$23.8M
$23M