BC
ETO

Bartlett & Co’s Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund ETO Stock Holding History

Bartlett & Co’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
2020
Q4 		– Sell
-300
Closed -$6K – 1160
2020
Q3 		$6K Hold
300
– – ﹤0.01% 714
2020
Q2 		$6K Hold
300
– – ﹤0.01% 714
2020
Q1 		$5K Buy
+300
New +$7.03K ﹤0.01% 717
2019
Q3 		$8K Buy
+300
New +$7.52K ﹤0.01% 747

Other funds holding ETO

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Bartlett & Co's ETO Position: Q4 2020 in Review

Bartlett & Co sold out of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) in Q4 2020, closing a stake of 300 shares — an estimated $6K sold.

Bartlett & Co first reported a position in ETO in Q3 2019 and held it in 4 quarters. The position peaked at $8K in Q3 2019. 53 funds tracked by Wall St. Rank hold ETO as of Q4 2020.

  • Bartlett & Co reported no remaining Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position as of Q4 2020 after selling out during the quarter.
  • Bartlett & Co sold 300 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q4 2020, an estimated $6K.
  • Bartlett & Co first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q3 2019 and held it in 4 quarters.
  • Bartlett & Co's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $8K in Q3 2019.
  • 53 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q4 2020.

Based on Bartlett & Co's 13F filing for Q4 2020, filed 20 Jan 2021.