ACM
ETO

Allred Capital Management’s Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund ETO Stock Holding History

Allred Capital Management’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
2020
Q1 		– Sell
-6,000
Closed -$156K – 312
2019
Q4 		$156K Buy
+6,000
New +$156K 0.09% 175

Other funds holding ETO

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
PGWM
Parisi Gray Wealth Management Mendham, New Jersey $487M AUM 33.83% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Allred Capital Management's ETO Position: Q1 2020 in Review

Allred Capital Management sold out of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) in Q1 2020, closing a stake of 6,000 shares — an estimated $156K sold.

Allred Capital Management first reported a position in ETO in Q4 2019 and held it in 1 quarter. The position peaked at $156K in Q4 2019. 44 funds tracked by Wall St. Rank hold ETO as of Q1 2020.

  • Allred Capital Management reported no remaining Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position as of Q1 2020 after selling out during the quarter.
  • Allred Capital Management sold 6,000 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q1 2020, an estimated $156K.
  • Allred Capital Management first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q4 2019 and held it in 1 quarter.
  • Allred Capital Management's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $156K in Q4 2019.
  • 44 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q1 2020.

Based on Allred Capital Management's 13F filing for Q1 2020, filed 17 Apr 2020.