BWM
ETG

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

Birchcreek 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
2021
Q1 		– Sell
-4,149
Closed -$75K – 169
2020
Q4 		$75K Buy
+4,149
New +$67.9K 0.07% 167

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KIM
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Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 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
HBCM
Heron Bay Capital Management Bloomfield Hills, Michigan $1.08B AUM 7.99% 1-Year Est. Return

Birchcreek Wealth Management's ETG Position: Q1 2021 in Review

Birchcreek Wealth Management sold out of Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) in Q1 2021, closing a stake of 4,149 shares — an estimated $75K sold.

Birchcreek Wealth Management first reported a position in ETG in Q4 2020 and held it in 1 quarter. The position peaked at $75K in Q4 2020. 103 funds tracked by Wall St. Rank hold ETG as of Q1 2021.

  • Birchcreek Wealth Management reported no remaining Eaton Vance Tax-Advantaged Global Dividend Income Fund position as of Q1 2021 after selling out during the quarter.
  • Birchcreek Wealth Management sold 4,149 Eaton Vance Tax-Advantaged Global Dividend Income Fund shares in Q1 2021, an estimated $75K.
  • Birchcreek Wealth Management first reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund in Q4 2020 and held it in 1 quarter.
  • Birchcreek Wealth Management's Eaton Vance Tax-Advantaged Global Dividend Income Fund position peaked at $75K in Q4 2020.
  • 103 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Q1 2021.

Based on Birchcreek Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.