Cerity Partners
ETO

Cerity Partners’s Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund ETO Stock Holding History

Cerity Partners’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
Q3 		– Sell
-12,156
Closed -$279K – 1488
2023
Q2 		$279K Buy
+12,156
New +$271K ﹤0.01% 1416

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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return

Cerity Partners's ETO Position: Q3 2023 in Review

Cerity Partners sold out of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) in Q3 2023, closing a stake of 12,156 shares — an estimated $279K sold.

Cerity Partners first reported a position in ETO in Q2 2023 and held it in 1 quarter. The position peaked at $279K in Q2 2023. 53 funds tracked by Wall St. Rank hold ETO as of Q3 2023.

  • Cerity Partners reported no remaining Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position as of Q3 2023 after selling out during the quarter.
  • Cerity Partners sold 12,156 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q3 2023, an estimated $279K.
  • Cerity Partners first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q2 2023 and held it in 1 quarter.
  • Cerity Partners's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $279K in Q2 2023.
  • 53 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q3 2023.

Based on Cerity Partners's 13F filing for Q3 2023, filed 14 Nov 2023.