BTI
ETO

Blue Trust Inc’s Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund ETO Stock Holding History

Blue Trust Inc’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
2023
Q4 		– Sell
-250
Closed -$6K – 2554
2023
Q3 		$6K Hold
250
– – ﹤0.01% 1573
2023
Q2 		$6K Buy
+250
New +$5.58K ﹤0.01% 1454

Other funds holding ETO

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Blue Trust Inc's ETO Position: Q4 2023 in Review

Blue Trust Inc sold out of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) in Q4 2023, closing a stake of 250 shares — an estimated $6K sold.

Blue Trust Inc first reported a position in ETO in Q2 2023 and held it in 2 quarters. The position peaked at $6K in Q3 2023. 58 funds tracked by Wall St. Rank hold ETO as of Q4 2023.

  • Blue Trust Inc reported no remaining Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position as of Q4 2023 after selling out during the quarter.
  • Blue Trust Inc sold 250 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q4 2023, an estimated $6K.
  • Blue Trust Inc first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q2 2023 and held it in 2 quarters.
  • Blue Trust Inc's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $6K in Q3 2023.
  • 58 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q4 2023.

Based on Blue Trust Inc's 13F filing for Q4 2023, filed 18 Jan 2024.