CAM
ETO

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

Cresset Asset 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
2022
Q2 		– Sell
-8,830
Closed -$266K – 991
2022
Q1 		$266K Buy
+8,830
New +$263K ﹤0.01% 815

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cresset Asset Management's ETO Position: Q2 2022 in Review

Cresset Asset Management sold out of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) in Q2 2022, closing a stake of 8,830 shares — an estimated $266K sold.

Cresset Asset Management first reported a position in ETO in Q1 2022 and held it in 1 quarter. The position peaked at $266K in Q1 2022. 46 funds tracked by Wall St. Rank hold ETO as of Q2 2022.

  • Cresset Asset Management reported no remaining Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position as of Q2 2022 after selling out during the quarter.
  • Cresset Asset Management sold 8,830 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q2 2022, an estimated $266K.
  • Cresset Asset Management first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q1 2022 and held it in 1 quarter.
  • Cresset Asset Management's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $266K in Q1 2022.
  • 46 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q2 2022.

Based on Cresset Asset Management's 13F filing for Q2 2022, filed 15 Aug 2022.