Brinker Capital Investments’s Eaton Vance Tax-Advantaged Global Dividend Income Fund ETG Stock Holding History

Brinker Capital Investments’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 Q1	–	Sell	-1,239	Closed	-$22K	–	435
2019 Q4	$22K	Hold	1,239	–	–	﹤0.01%	494
2019 Q3	$20K	Hold	1,239	–	–	﹤0.01%	507
2019 Q2	$20K	Hold	1,239	–	–	﹤0.01%	697
2019 Q1	$19K	Hold	1,239	–	–	﹤0.01%	558
2018 Q4	$17K	Hold	1,239	–	–	﹤0.01%	455
2018 Q3	$22K	Hold	1,239	–	–	﹤0.01%	424
2018 Q2	$21K	Hold	1,239	–	–	﹤0.01%	442
2018 Q1	$21K	Hold	1,239	–	–	﹤0.01%	420
2017 Q4	$21K	Hold	1,239	–	–	﹤0.01%	403
2017 Q3	$21K	Hold	1,239	–	–	﹤0.01%	399
2017 Q2	$21K	Hold	1,239	–	–	﹤0.01%	363
2017 Q1	$19K	Hold	1,239	–	–	﹤0.01%	356
2016 Q4	$17K	Hold	1,239	–	–	﹤0.01%	355
2016 Q3	$18K	Hold	1,239	–	–	﹤0.01%	340
2016 Q2	$18K	Hold	1,239	–	–	﹤0.01%	330
2016 Q1	$18K	Hold	1,239	–	–	﹤0.01%	335
2015 Q4	$19K	Hold	1,239	–	–	﹤0.01%	367
2015 Q3	$18K	Hold	1,239	–	–	﹤0.01%	350
2015 Q2	$21K	Hold	1,239	–	–	﹤0.01%	338
2015 Q1	$21K	Hold	1,239	–	–	﹤0.01%	340
2014 Q4	$20K	Buy	+1,239	New	+$20.6K	﹤0.01%	329

Other funds holding ETG

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KIM

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

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

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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

Brinker Capital Investments's ETG Position: Q1 2020 in Review

Brinker Capital Investments sold out of Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) in Q1 2020, closing a stake of 1,239 shares — an estimated $22K sold.

Brinker Capital Investments first reported a position in ETG in Q4 2014 and held it in 21 quarters. The position peaked at $22K in Q4 2019. 87 funds tracked by Wall St. Rank hold ETG as of Q1 2020.

Brinker Capital Investments reported no remaining Eaton Vance Tax-Advantaged Global Dividend Income Fund position as of Q1 2020 after selling out during the quarter.
Brinker Capital Investments sold 1,239 Eaton Vance Tax-Advantaged Global Dividend Income Fund shares in Q1 2020, an estimated $22K.
Brinker Capital Investments first reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund in Q4 2014 and held it in 21 quarters.
Brinker Capital Investments's Eaton Vance Tax-Advantaged Global Dividend Income Fund position peaked at $22K in Q4 2019.
87 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Q1 2020.

Based on Brinker Capital Investments's 13F filing for Q1 2020, filed 13 May 2020.