Beacon Capital Management LLC (Tennessee)’s Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund ETO Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
2024 Q4	–	Sell	-505	Closed	-$13.4K	–	1114
2024 Q3	$13.4K	Buy	505 +6	+1%	+$154	﹤0.01%	579
2024 Q2	$12.7K	Buy	499 +11	+2%	+$274	﹤0.01%	529
2024 Q1	$12.2K	Buy	488 +20	+4%	+$486	﹤0.01%	542
2023 Q4	$10K	Buy	468 +5	+1%	+$110	﹤0.01%	520
2023 Q3	$10.6K	Hold	463	–	–	﹤0.01%	550
2023 Q2	$10.6K	Buy	463 +6	+1%	+$134	﹤0.01%	550
2023 Q1	$10.2K	Buy	457 +8	+2%	+$177	﹤0.01%	496
2022 Q4	$9.4K	Buy	449 +19	+4%	+$408	﹤0.01%	521
2022 Q3	$10K	Buy	430 +10	+2%	+$243	﹤0.01%	479
2022 Q2	$13K	Hold	420	–	–	﹤0.01%	480
2022 Q1	$13K	Buy	+420	New	+$12.5K	﹤0.01%	480

Other funds holding ETO

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

AAM

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Beacon Capital Management LLC (Tennessee)'s ETO Position: Q4 2024 in Review

Beacon Capital Management LLC (Tennessee) sold out of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) in Q4 2024, closing a stake of 505 shares — an estimated $13.4K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in ETO in Q1 2022 and held it in 11 quarters. The position peaked at $13.4K in Q3 2024. 58 funds tracked by Wall St. Rank hold ETO as of Q4 2024.

Beacon Capital Management LLC (Tennessee) reported no remaining Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position as of Q4 2024 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 505 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q4 2024, an estimated $13.4K.
Beacon Capital Management LLC (Tennessee) first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q1 2022 and held it in 11 quarters.
Beacon Capital Management LLC (Tennessee)'s Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $13.4K in Q3 2024.
58 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q4 2024.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q4 2024, filed 30 Jan 2025.