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

Doliver 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
2020 Q4	–	Sell	-16,378	Closed	-$340K	–	147
2020 Q3	$340K	Buy	16,378 +5,837	+55%	+$125K	0.17%	102
2020 Q2	$219K	Buy	+10,541	New	+$212K	0.1%	122
2018 Q3	–	Sell	-12,312	Closed	-$298K	–	232
2018 Q2	$298K	Buy	+12,312	New	+$313K	0.12%	118
2016 Q1	–	Sell	-19,178	Closed	-$409K	–	170
2015 Q4	$409K	Buy	+19,178	New	+$423K	0.32%	80
2014 Q2	–	Sell	-17,618	Closed	-$426K	–	249
2014 Q1	$426K	Buy	+17,618	New	+$424K	0.28%	127
2013 Q4	–	Sell	-10,882	Closed	-$246K	–	282
2013 Q3	$246K	Buy	+10,882	New	+$250K	0.15%	250

Other funds holding ETO

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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

FAM

Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

AAM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

Doliver Advisors's ETO Position: Q4 2020 in Review

Doliver Advisors sold out of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) in Q4 2020, closing a stake of 16,378 shares — an estimated $340K sold.

Doliver Advisors first reported a position in ETO in Q3 2013 and held it in 6 quarters. The position peaked at $426K in Q1 2014. 53 funds tracked by Wall St. Rank hold ETO as of Q4 2020.

Doliver Advisors reported no remaining Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position as of Q4 2020 after selling out during the quarter.
Doliver Advisors sold 16,378 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q4 2020, an estimated $340K.
Doliver Advisors first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q3 2013 and held it in 6 quarters.
Doliver Advisors's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $426K in Q1 2014.
53 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q4 2020.

Based on Doliver Advisors's 13F filing for Q4 2020, filed 4 Feb 2021.