PCMC
EVT icon

Planning Capital Management Corporation’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Planning Capital Management Corporation’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
2024
Q2 		– Sell
-90
Closed -$2.12K – 735
2024
Q1 		$2.12K Buy
+90
New +$2.02K ﹤0.01% 556

Other funds holding EVT

CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo
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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Planning Capital Management Corporation's EVT Position: Q2 2024 in Review

Planning Capital Management Corporation sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q2 2024, closing a stake of 90 shares — an estimated $2.12K sold.

Planning Capital Management Corporation first reported a position in EVT in Q1 2024 and held it in 1 quarter. The position peaked at $2.12K in Q1 2024. 124 funds tracked by Wall St. Rank hold EVT as of Q2 2024.

  • Planning Capital Management Corporation reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q2 2024 after selling out during the quarter.
  • Planning Capital Management Corporation sold 90 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q2 2024, an estimated $2.12K.
  • Planning Capital Management Corporation first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q1 2024 and held it in 1 quarter.
  • Planning Capital Management Corporation's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $2.12K in Q1 2024.
  • 124 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q2 2024.

Based on Planning Capital Management Corporation's 13F filing for Q2 2024, filed 12 Aug 2024.