AP
ETG

Atwood & Palmer’s Eaton Vance Tax-Advantaged Global Dividend Income Fund ETG Stock Holding History

Atwood & Palmer’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
2023
Q1 		– Sell
-3,200
Closed -$48.3K – 376
2022
Q4 		$48.3K Hold
3,200
– – ﹤0.01% 213
2022
Q3 		$48K Hold
3,200
– – ﹤0.01% 200
2022
Q2 		$52K Hold
3,200
– – 0.01% 206
2022
Q1 		$66K Hold
3,200
– – 0.01% 205
2021
Q4 		$73K Buy
+3,200
New +$70.6K 0.01% 209

Other funds holding ETG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Atwood & Palmer's ETG Position: Q1 2023 in Review

Atwood & Palmer sold out of Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) in Q1 2023, closing a stake of 3,200 shares — an estimated $48.3K sold.

Atwood & Palmer first reported a position in ETG in Q4 2021 and held it in 5 quarters. The position peaked at $73K in Q4 2021. 97 funds tracked by Wall St. Rank hold ETG as of Q1 2023.

  • Atwood & Palmer reported no remaining Eaton Vance Tax-Advantaged Global Dividend Income Fund position as of Q1 2023 after selling out during the quarter.
  • Atwood & Palmer sold 3,200 Eaton Vance Tax-Advantaged Global Dividend Income Fund shares in Q1 2023, an estimated $48.3K.
  • Atwood & Palmer first reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund in Q4 2021 and held it in 5 quarters.
  • Atwood & Palmer's Eaton Vance Tax-Advantaged Global Dividend Income Fund position peaked at $73K in Q4 2021.
  • 97 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Q1 2023.

Based on Atwood & Palmer's 13F filing for Q1 2023, filed 21 Apr 2023.