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

Avior 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	–	Sell	-1,200	Closed	-$24K	–	1118
2022 Q1	$24K	Hold	1,200	–	–	﹤0.01%	687
2021 Q4	$27K	Hold	1,200	–	–	﹤0.01%	658
2021 Q3	$25K	Hold	1,200	–	–	﹤0.01%	631
2021 Q2	$25K	Hold	1,200	–	–	﹤0.01%	614
2021 Q1	$22K	Hold	1,200	–	–	﹤0.01%	636
2020 Q4	$21K	Hold	1,200	–	–	﹤0.01%	609
2020 Q3	$17K	Hold	1,200	–	–	﹤0.01%	620
2020 Q2	$17K	Buy	1,200 +320	+36%	+$4.29K	﹤0.01%	593
2020 Q1	$10K	Buy	+880	New	+$14.4K	﹤0.01%	571

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

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

Avior Wealth Management sold out of Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) in Q2 2022, closing a stake of 1,200 shares — an estimated $24K sold.

Avior Wealth Management first reported a position in ETG in Q1 2020 and held it in 9 quarters. The position peaked at $27K in Q4 2021. 98 funds tracked by Wall St. Rank hold ETG as of Q2 2022.

Avior Wealth Management reported no remaining Eaton Vance Tax-Advantaged Global Dividend Income Fund position as of Q2 2022 after selling out during the quarter.
Avior Wealth Management sold 1,200 Eaton Vance Tax-Advantaged Global Dividend Income Fund shares in Q2 2022, an estimated $24K.
Avior Wealth Management first reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund in Q1 2020 and held it in 9 quarters.
Avior Wealth Management's Eaton Vance Tax-Advantaged Global Dividend Income Fund position peaked at $27K in Q4 2021.
98 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Q2 2022.

Based on Avior Wealth Management's 13F filing for Q2 2022, filed 10 Aug 2022.