CSIA
ETG

Carl Stuart Investment Advisor’s Eaton Vance Tax-Advantaged Global Dividend Income Fund ETG Stock Holding History

Carl Stuart Investment Advisor’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
2022
Q2 		– Sell
-5,385
Closed -$1.11M – 46
2022
Q1 		$1.11M Buy
+5,385
New +$110K 0.08% 43

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carl Stuart Investment Advisor's ETG Position: Q2 2022 in Review

Carl Stuart Investment Advisor sold out of Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) in Q2 2022, closing a stake of 5,385 shares — an estimated $1.11M sold.

Carl Stuart Investment Advisor first reported a position in ETG in Q1 2022 and held it in 1 quarter. The position peaked at $1.11M in Q1 2022. 98 funds tracked by Wall St. Rank hold ETG as of Q2 2022.

  • Carl Stuart Investment Advisor reported no remaining Eaton Vance Tax-Advantaged Global Dividend Income Fund position as of Q2 2022 after selling out during the quarter.
  • Carl Stuart Investment Advisor sold 5,385 Eaton Vance Tax-Advantaged Global Dividend Income Fund shares in Q2 2022, an estimated $1.11M.
  • Carl Stuart Investment Advisor first reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund in Q1 2022 and held it in 1 quarter.
  • Carl Stuart Investment Advisor's Eaton Vance Tax-Advantaged Global Dividend Income Fund position peaked at $1.11M in Q1 2022.
  • 98 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Q2 2022.

Based on Carl Stuart Investment Advisor's 13F filing for Q2 2022, filed 11 Aug 2022.