CASC
ETG

Coppell Advisory Solutions Corp’s Eaton Vance Tax-Advantaged Global Dividend Income Fund ETG Stock Holding History

Coppell Advisory Solutions Corp’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
2023
Q1 		– Sell
-587
Closed -$8.86K – 472
2022
Q4 		$8.86K Buy
+587
New +$9.15K ﹤0.01% 634

Other funds holding ETG

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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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Coppell Advisory Solutions Corp's ETG Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) in Q1 2023, closing a stake of 587 shares — an estimated $8.86K sold.

Coppell Advisory Solutions Corp first reported a position in ETG in Q4 2022 and held it in 1 quarter. The position peaked at $8.86K in Q4 2022. 97 funds tracked by Wall St. Rank hold ETG as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining Eaton Vance Tax-Advantaged Global Dividend Income Fund position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 587 Eaton Vance Tax-Advantaged Global Dividend Income Fund shares in Q1 2023, an estimated $8.86K.
  • Coppell Advisory Solutions Corp first reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's Eaton Vance Tax-Advantaged Global Dividend Income Fund position peaked at $8.86K in Q4 2022.
  • 97 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.