Ownership history in MRA Advisory Group Β· 21 quarters on record
This page tracks every 13F SEC filing in which MRA Advisory Group reported a position in EATON VANCE TAX ADVT DIV INC (EVT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π MRA Advisory Group underperformed the S&P 500 by β4.7% annually on this EVT position. Timing score: 55% (11/20 decisions correct). Average cost basis: $17.05. Maximum drawdown during holding period: β22.7%.
β οΈ Trailed SPY by 4.7% ann. on this position.
20 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
11 of 20 add/trim decisions correct
Best entry: $15.78 (2020 Q4) Β· Worst: $24.70 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
16 adds Β· 5 trims. Bought during 6 of 6 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.91% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size