Concert Wealth Management’s Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund ETO Stock Holding History

Concert Wealth 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
2016 Q4	–	Sell	-9,621	Closed	-$206K	–	593
2016 Q3	$206K	Buy	+9,621	New	+$214K	0.03%	633
2016 Q2	–	Sell	-9,471	Closed	-$200K	–	698
2016 Q1	$200K	Buy	+9,471	New	+$190K	0.03%	592
2015 Q3	–	Sell	-9,471	Closed	-$226K	–	712
2015 Q2	$226K	Sell	9,471 -75	-0.8%	-$1.86K	0.03%	595
2015 Q1	$208K	Hold	9,546	–	–	0.06%	385
2014 Q4	$231K	Buy	9,546 +713	+8%	+$17.8K	0.04%	540
2014 Q3	$217K	Sell	8,833 -308	-3%	-$7.84K	0.03%	476
2014 Q2	$225K	Sell	9,141 -100	-1%	-$2.48K	0.03%	486
2014 Q1	$222K	Hold	9,241	–	–	0.03%	479
2013 Q4	$224K	Hold	9,241	–	–	0.03%	465
2013 Q3	$211K	Hold	9,241	–	–	0.03%	472
2013 Q2	$205K	Buy	+9,241	New	+$215K	0.03%	450

Other funds holding ETO

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 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

RJA

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

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

Concert Wealth Management's ETO Position: Q4 2016 in Review

Concert Wealth Management sold out of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) in Q4 2016, closing a stake of 9,621 shares — an estimated $206K sold.

Concert Wealth Management first reported a position in ETO in Q2 2013 and held it in 11 quarters. The position peaked at $231K in Q4 2014. 33 funds tracked by Wall St. Rank hold ETO as of Q4 2016.

Concert Wealth Management reported no remaining Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position as of Q4 2016 after selling out during the quarter.
Concert Wealth Management sold 9,621 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q4 2016, an estimated $206K.
Concert Wealth Management first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q2 2013 and held it in 11 quarters.
Concert Wealth Management's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $231K in Q4 2014.
33 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.