NewSquare Capital’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

NewSquare Capital’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
2020 Q1	–	Sell	-1,415	Closed	-$36K	–	364
2019 Q4	$36K	Buy	+1,415	New	+$35.2K	0.01%	187

Other funds holding EVT

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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

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

FAM

Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NewSquare Capital's EVT Position: Q1 2020 in Review

NewSquare Capital sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q1 2020, closing a stake of 1,415 shares — an estimated $36K sold.

NewSquare Capital first reported a position in EVT in Q4 2019 and held it in 1 quarter. The position peaked at $36K in Q4 2019. 98 funds tracked by Wall St. Rank hold EVT as of Q1 2020.

NewSquare Capital reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q1 2020 after selling out during the quarter.
NewSquare Capital sold 1,415 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q1 2020, an estimated $36K.
NewSquare Capital first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q4 2019 and held it in 1 quarter.
NewSquare Capital's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $36K in Q4 2019.
98 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q1 2020.

Based on NewSquare Capital's 13F filing for Q1 2020, filed 8 May 2020.