AIC
ETO

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

Ameritas Investment Company’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
2021
Q2 		– Sell
-200
Closed -$5.25K – 1130
2021
Q1 		$5.25K Buy
+200
New +$5.14K ﹤0.01% 1698
2020
Q2 		– Sell
-200
Closed -$3K – 682
2020
Q1 		$3K Buy
+200
New +$4.69K ﹤0.01% 1489

Other funds holding ETO

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameritas Investment Company's ETO Position: Q2 2021 in Review

Ameritas Investment Company sold out of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) in Q2 2021, closing a stake of 200 shares — an estimated $5.25K sold.

Ameritas Investment Company first reported a position in ETO in Q1 2020 and held it in 2 quarters. The position peaked at $5.25K in Q1 2021. 53 funds tracked by Wall St. Rank hold ETO as of Q2 2021.

  • Ameritas Investment Company reported no remaining Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position as of Q2 2021 after selling out during the quarter.
  • Ameritas Investment Company sold 200 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q2 2021, an estimated $5.25K.
  • Ameritas Investment Company first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q1 2020 and held it in 2 quarters.
  • Ameritas Investment Company's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $5.25K in Q1 2021.
  • 53 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q2 2021.

Based on Ameritas Investment Company's 13F filing for Q2 2021, filed 16 Aug 2021.