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

Baldwin Wealth Partners’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
2017 Q4	–	Sell	-1,500	Closed	-$26K	–	479
2017 Q3	$26K	Hold	1,500	–	–	﹤0.01%	342
2017 Q2	$26K	Hold	1,500	–	–	﹤0.01%	354
2017 Q1	$24K	Hold	1,500	–	–	﹤0.01%	355
2016 Q4	$21K	Hold	1,500	–	–	﹤0.01%	363
2016 Q3	$22K	Hold	1,500	–	–	﹤0.01%	367
2016 Q2	$22K	Hold	1,500	–	–	﹤0.01%	330
2016 Q1	$22K	Buy	+1,500	New	+$21K	﹤0.01%	356

Other funds holding ETG

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

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

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

VIA

Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return

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

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

AAM

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

WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Baldwin Wealth Partners's ETG Position: Q4 2017 in Review

Baldwin Wealth Partners sold out of Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) in Q4 2017, closing a stake of 1,500 shares — an estimated $26K sold.

Baldwin Wealth Partners first reported a position in ETG in Q1 2016 and held it in 7 quarters. The position peaked at $26K in Q3 2017. 85 funds tracked by Wall St. Rank hold ETG as of Q4 2017.

Baldwin Wealth Partners reported no remaining Eaton Vance Tax-Advantaged Global Dividend Income Fund position as of Q4 2017 after selling out during the quarter.
Baldwin Wealth Partners sold 1,500 Eaton Vance Tax-Advantaged Global Dividend Income Fund shares in Q4 2017, an estimated $26K.
Baldwin Wealth Partners first reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund in Q1 2016 and held it in 7 quarters.
Baldwin Wealth Partners's Eaton Vance Tax-Advantaged Global Dividend Income Fund position peaked at $26K in Q3 2017.
85 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Q4 2017.

Based on Baldwin Wealth Partners's 13F filing for Q4 2017, filed 24 Jan 2018.