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Paloma Partners’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Paloma Partners’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
2014
Q1 		– Sell
-13,603
Closed -$259K – 781
2013
Q4 		$259K Buy
+13,603
New +$252K 0.01% 836

Other funds holding EVT

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Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Morgan Stanley
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
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Paloma Partners's EVT Position: Q1 2014 in Review

Paloma Partners sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q1 2014, closing a stake of 13,603 shares — an estimated $259K sold.

Paloma Partners first reported a position in EVT in Q4 2013 and held it in 1 quarter. The position peaked at $259K in Q4 2013. 77 funds tracked by Wall St. Rank hold EVT as of Q1 2014.

  • Paloma Partners reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q1 2014 after selling out during the quarter.
  • Paloma Partners sold 13,603 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q1 2014, an estimated $259K.
  • Paloma Partners first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q4 2013 and held it in 1 quarter.
  • Paloma Partners's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $259K in Q4 2013.
  • 77 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q1 2014.

Based on Paloma Partners's 13F filing for Q1 2014, filed 15 May 2014.