DRP
ETG

Decker Retirement Planning’s Eaton Vance Tax-Advantaged Global Dividend Income Fund ETG Stock Holding History

Decker Retirement Planning’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
2025
Q1 		– Sell
-366
Closed -$6.67K – 335
2024
Q4 		$6.67K Buy
+366
New +$6.96K ﹤0.01% 302

Other funds holding ETG

Morgan Stanley
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
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Decker Retirement Planning's ETG Position: Q1 2025 in Review

Decker Retirement Planning sold out of Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) in Q1 2025, closing a stake of 366 shares — an estimated $6.67K sold.

Decker Retirement Planning first reported a position in ETG in Q4 2024 and held it in 1 quarter. The position peaked at $6.67K in Q4 2024. 98 funds tracked by Wall St. Rank hold ETG as of Q1 2025.

  • Decker Retirement Planning reported no remaining Eaton Vance Tax-Advantaged Global Dividend Income Fund position as of Q1 2025 after selling out during the quarter.
  • Decker Retirement Planning sold 366 Eaton Vance Tax-Advantaged Global Dividend Income Fund shares in Q1 2025, an estimated $6.67K.
  • Decker Retirement Planning first reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund in Q4 2024 and held it in 1 quarter.
  • Decker Retirement Planning's Eaton Vance Tax-Advantaged Global Dividend Income Fund position peaked at $6.67K in Q4 2024.
  • 98 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Q1 2025.

Based on Decker Retirement Planning's 13F filing for Q1 2025, filed 24 Apr 2025.