Clear Perspective Advisors’s Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund ETO Stock Holding History

Clear Perspective Advisors’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
2018 Q2	–	Sell	-800	Closed	-$20K	–	496
2018 Q1	$20K	Hold	800	–	–	0.01%	309
2017 Q4	$20K	Hold	800	–	–	0.02%	290
2017 Q3	$20K	Hold	800	–	–	0.02%	286
2017 Q2	$20K	Hold	800	–	–	0.02%	290
2017 Q1	$18K	Hold	800	–	–	0.01%	276
2016 Q4	$17K	Buy	+800	New	+$16.5K	0.01%	277

Other funds holding ETO

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

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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

PGWM

Parisi Gray Wealth Management Mendham, New Jersey $487M AUM 33.83% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Clear Perspective Advisors's ETO Position: Q2 2018 in Review

Clear Perspective Advisors sold out of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) in Q2 2018, closing a stake of 800 shares — an estimated $20K sold.

Clear Perspective Advisors first reported a position in ETO in Q4 2016 and held it in 6 quarters. The position peaked at $20K in Q1 2018. 40 funds tracked by Wall St. Rank hold ETO as of Q2 2018.

Clear Perspective Advisors reported no remaining Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position as of Q2 2018 after selling out during the quarter.
Clear Perspective Advisors sold 800 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q2 2018, an estimated $20K.
Clear Perspective Advisors first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q4 2016 and held it in 6 quarters.
Clear Perspective Advisors's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $20K in Q1 2018.
40 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q2 2018.

Based on Clear Perspective Advisors's 13F filing for Q2 2018, filed 7 Aug 2018.