BWM
ETG

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

BerganKDV 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
2020
Q2 		– Sell
-237
Closed -$3K – 993
2020
Q1 		$3K Buy
+237
New +$3.87K ﹤0.01% 662

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
Cohen & Steers
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
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

BerganKDV Wealth Management's ETG Position: Q2 2020 in Review

BerganKDV Wealth Management sold out of Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) in Q2 2020, closing a stake of 237 shares — an estimated $3K sold.

BerganKDV Wealth Management first reported a position in ETG in Q1 2020 and held it in 1 quarter. The position peaked at $3K in Q1 2020. 79 funds tracked by Wall St. Rank hold ETG as of Q2 2020.

  • BerganKDV Wealth Management reported no remaining Eaton Vance Tax-Advantaged Global Dividend Income Fund position as of Q2 2020 after selling out during the quarter.
  • BerganKDV Wealth Management sold 237 Eaton Vance Tax-Advantaged Global Dividend Income Fund shares in Q2 2020, an estimated $3K.
  • BerganKDV Wealth Management first reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund in Q1 2020 and held it in 1 quarter.
  • BerganKDV Wealth Management's Eaton Vance Tax-Advantaged Global Dividend Income Fund position peaked at $3K in Q1 2020.
  • 79 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Q2 2020.

Based on BerganKDV Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.