Altium Wealth Management’s Eaton Vance Tax-Advantaged Global Dividend Income Fund ETG Stock Holding History

Altium Wealth Management’s Portfolio ETG Stock Details ETG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$169K	Sell	10,460 -774	-7%	-$13.7K	0.01%	352
2022 Q1	$231K	Buy	+11,234	New	+$229K	0.01%	346

Other funds holding ETG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Altium Wealth Management's ETG Position: Q2 2022 in Review

Altium Wealth Management reduced its Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) stake by 6.9% in Q2 2022, selling an estimated $13.7K and leaving 10,460 shares worth $169K. The position accounts for 0.01% of the portfolio, ranked #352.

Altium Wealth Management first reported a position in ETG in Q1 2022 and has held it in 2 quarters since. The position peaked at $231K in Q1 2022. 98 funds tracked by Wall St. Rank hold ETG as of Q2 2022.

Altium Wealth Management held 10,460 shares of Eaton Vance Tax-Advantaged Global Dividend Income Fund worth $169K as of Q2 2022.
Altium Wealth Management sold 774 Eaton Vance Tax-Advantaged Global Dividend Income Fund shares in Q2 2022, an estimated $13.7K.
Eaton Vance Tax-Advantaged Global Dividend Income Fund made up 0.01% of Altium Wealth Management's portfolio in Q2 2022, its #352 holding.
Altium Wealth Management first reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund in Q1 2022 and has held it in 2 quarters since.
Altium Wealth Management's Eaton Vance Tax-Advantaged Global Dividend Income Fund position peaked at $231K in Q1 2022.
98 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.