CA
ETO

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

CoreCap 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
2022
Q3 		– Sell
-1,000
Closed -$22K – 993
2022
Q2 		$22K Buy
+1,000
New +$24.9K ﹤0.01% 1209

Other funds holding ETO

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CoreCap Advisors's ETO Position: Q3 2022 in Review

CoreCap Advisors sold out of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) in Q3 2022, closing a stake of 1,000 shares — an estimated $22K sold.

CoreCap Advisors first reported a position in ETO in Q2 2022 and held it in 1 quarter. The position peaked at $22K in Q2 2022. 46 funds tracked by Wall St. Rank hold ETO as of Q3 2022.

  • CoreCap Advisors reported no remaining Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position as of Q3 2022 after selling out during the quarter.
  • CoreCap Advisors sold 1,000 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q3 2022, an estimated $22K.
  • CoreCap Advisors first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q2 2022 and held it in 1 quarter.
  • CoreCap Advisors's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $22K in Q2 2022.
  • 46 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q3 2022.

Based on CoreCap Advisors's 13F filing for Q3 2022, filed 10 Feb 2023.