AG
ETO

Advisor Group’s Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund ETO Stock Holding History

Advisor Group’s Portfolio ETO Stock Details ETO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$386K Sell
14,883
-3,681
-20% -$95.4K ﹤0.01% 1864
2019
Q3 		$470K Buy
18,564
+850
+5% +$21.3K ﹤0.01% 1658
2019
Q2 		$431K Buy
17,714
+5,200
+42% +$124K ﹤0.01% 1715
2019
Q1 		$301K Buy
12,514
+1,300
+12% +$29K ﹤0.01% 1967
2018
Q4 		$210K Buy
11,214
+2,925
+35% +$63.6K ﹤0.01% 2056
2018
Q3 		$209K Sell
8,289
-2,599
-24% -$65.6K ﹤0.01% 2128
2018
Q2 		$264K Buy
10,888
+2
+0% +$51 ﹤0.01% 1769
2018
Q1 		$273K Sell
10,886
-998
-8% -$25.3K ﹤0.01% 1756
2017
Q4 		$302K Buy
11,884
+101
+0.9% +$2.51K ﹤0.01% 1688
2017
Q3 		$289K Buy
11,783
+500
+4% +$12.2K ﹤0.01% 1565
2017
Q2 		$275K Buy
11,283
+2,100
+23% +$50K ﹤0.01% 1540
2017
Q1 		$212K Hold
9,183
– – ﹤0.01% 1613
2016
Q4 		$191K Buy
9,183
+1,000
+12% +$20.7K ﹤0.01% 1581
2016
Q3 		$177K Buy
8,183
+3,100
+61% +$68.8K ﹤0.01% 1611
2016
Q2 		$108K Buy
+5,083
New +$109K ﹤0.01% 1880

Other funds holding ETO

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PGWM
Parisi Gray Wealth Management Mendham, New Jersey $487M AUM 33.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Advisor Group's ETO Position: Q4 2019 in Review

Advisor Group reduced its Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) stake by 20% in Q4 2019, selling an estimated $95.4K and leaving 14,883 shares worth $386K. The position accounts for ﹤0.01% of the portfolio, ranked #1864.

Advisor Group first reported a position in ETO in Q2 2016 and has held it in 15 quarters since. The position peaked at $470K in Q3 2019. 43 funds tracked by Wall St. Rank hold ETO as of Q4 2019.

  • Advisor Group held 14,883 shares of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund worth $386K as of Q4 2019.
  • Advisor Group sold 3,681 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q4 2019, an estimated $95.4K.
  • Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1864 holding.
  • Advisor Group first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $470K in Q3 2019.
  • 43 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.