AWM
ETO

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

AllSquare Wealth 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
2018
Q2 		– Sell
-130
Closed -$3K – 486
2018
Q1 		$3K Buy
+130
New +$3.3K ﹤0.01% 348

Other funds holding ETO

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AllSquare Wealth Management's ETO Position: Q2 2018 in Review

AllSquare Wealth Management sold out of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) in Q2 2018, closing a stake of 130 shares — an estimated $3K sold.

AllSquare Wealth Management first reported a position in ETO in Q1 2018 and held it in 1 quarter. The position peaked at $3K in Q1 2018. 40 funds tracked by Wall St. Rank hold ETO as of Q2 2018.

  • AllSquare Wealth Management reported no remaining Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position as of Q2 2018 after selling out during the quarter.
  • AllSquare Wealth Management sold 130 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q2 2018, an estimated $3K.
  • AllSquare Wealth Management first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q1 2018 and held it in 1 quarter.
  • AllSquare Wealth Management's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $3K in Q1 2018.
  • 40 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q2 2018.

Based on AllSquare Wealth Management's 13F filing for Q2 2018, filed 14 Aug 2018.