EA
ETG

Edge Advisors’s Eaton Vance Tax-Advantaged Global Dividend Income Fund ETG Stock Holding History

Edge Advisors’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
2018
Q2 		$12K Hold
750
– – ﹤0.01% 683
2018
Q1 		$12K Hold
750
– – ﹤0.01% 691
2017
Q4 		$12K Hold
750
– – ﹤0.01% 723
2017
Q3 		$12K Hold
750
– – ﹤0.01% 707
2017
Q2 		$12K Hold
750
– – ﹤0.01% 722
2017
Q1 		$11K Hold
750
– – ﹤0.01% 742
2016
Q4 		$10K Buy
+750
New +$10.7K ﹤0.01% 688

Other funds holding ETG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Edge Advisors's ETG Position: Q2 2018 in Review

Edge Advisors held its Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) position steady in Q2 2018 at 750 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #683.

Edge Advisors first reported a position in ETG in Q4 2016 and has held it in 7 quarters since. 82 funds tracked by Wall St. Rank hold ETG as of Q2 2018.

  • Edge Advisors held 750 shares of Eaton Vance Tax-Advantaged Global Dividend Income Fund worth $12K as of Q2 2018.
  • Edge Advisors left its Eaton Vance Tax-Advantaged Global Dividend Income Fund share count unchanged in Q2 2018.
  • Eaton Vance Tax-Advantaged Global Dividend Income Fund made up ﹤0.01% of Edge Advisors's portfolio in Q2 2018, its #683 holding.
  • Edge Advisors first reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund in Q4 2016 and has held it in 7 quarters since.
  • 82 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.