COCM
ETO

Charter Oak Capital Management’s Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund ETO Stock Holding History

Charter Oak Capital Management’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
2021
Q1 		– Sell
-500
Closed -$13K – 805
2020
Q4 		$13K Buy
+500
New +$11.4K ﹤0.01% 473

Other funds holding ETO

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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

Charter Oak Capital Management's ETO Position: Q1 2021 in Review

Charter Oak Capital Management sold out of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) in Q1 2021, closing a stake of 500 shares — an estimated $13K sold.

Charter Oak Capital Management first reported a position in ETO in Q4 2020 and held it in 1 quarter. The position peaked at $13K in Q4 2020. 51 funds tracked by Wall St. Rank hold ETO as of Q1 2021.

  • Charter Oak Capital Management reported no remaining Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position as of Q1 2021 after selling out during the quarter.
  • Charter Oak Capital Management sold 500 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q1 2021, an estimated $13K.
  • Charter Oak Capital Management first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q4 2020 and held it in 1 quarter.
  • Charter Oak Capital Management's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $13K in Q4 2020.
  • 51 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q1 2021.

Based on Charter Oak Capital Management's 13F filing for Q1 2021, filed 17 May 2021.