Norway Savings Bank’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Norway Savings Bank’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 Q2	–	Sell	-550	Closed	-$9K	–	263
2020 Q1	$9K	Buy	+550	New	+$12.6K	0.01%	222

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 $648M AUM 11.62% 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

Norway Savings Bank's EVT Position: Q2 2020 in Review

Norway Savings Bank sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q2 2020, closing a stake of 550 shares — an estimated $9K sold.

Norway Savings Bank first reported a position in EVT in Q1 2020 and held it in 1 quarter. The position peaked at $9K in Q1 2020. 92 funds tracked by Wall St. Rank hold EVT as of Q2 2020.

Norway Savings Bank reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q2 2020 after selling out during the quarter.
Norway Savings Bank sold 550 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q2 2020, an estimated $9K.
Norway Savings Bank first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q1 2020 and held it in 1 quarter.
Norway Savings Bank's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $9K in Q1 2020.
92 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q2 2020.

Based on Norway Savings Bank's 13F filing for Q2 2020, filed 7 Jul 2020.