AIA
ETO

Allegis Investment Advisors’s Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund ETO Stock Holding History

Allegis Investment Advisors’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
2016
Q1 		– Sell
-143
Closed -$3K – 398
2015
Q4 		$3K Buy
+143
New +$3.15K ﹤0.01% 929

Other funds holding ETO

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JIC
Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

Allegis Investment Advisors's ETO Position: Q1 2016 in Review

Allegis Investment Advisors sold out of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) in Q1 2016, closing a stake of 143 shares — an estimated $3K sold.

Allegis Investment Advisors first reported a position in ETO in Q4 2015 and held it in 1 quarter. The position peaked at $3K in Q4 2015. 26 funds tracked by Wall St. Rank hold ETO as of Q1 2016.

  • Allegis Investment Advisors reported no remaining Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position as of Q1 2016 after selling out during the quarter.
  • Allegis Investment Advisors sold 143 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q1 2016, an estimated $3K.
  • Allegis Investment Advisors first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q4 2015 and held it in 1 quarter.
  • Allegis Investment Advisors's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $3K in Q4 2015.
  • 26 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q1 2016.

Based on Allegis Investment Advisors's 13F filing for Q1 2016, filed 9 May 2016.