EWM
ETO

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

EPG Wealth 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
2020
Q2 		– Sell
-4,713
Closed -$84K – 334
2020
Q1 		$84K Buy
+4,713
New +$111K 0.06% 199

Other funds holding ETO

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PGWM
Parisi Gray Wealth Management Mendham, New Jersey $487M AUM 33.83% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

EPG Wealth Management's ETO Position: Q2 2020 in Review

EPG Wealth Management sold out of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) in Q2 2020, closing a stake of 4,713 shares — an estimated $84K sold.

EPG Wealth Management first reported a position in ETO in Q1 2020 and held it in 1 quarter. The position peaked at $84K in Q1 2020. 47 funds tracked by Wall St. Rank hold ETO as of Q2 2020.

  • EPG Wealth Management reported no remaining Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 4,713 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q2 2020, an estimated $84K.
  • EPG Wealth Management first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q1 2020 and held it in 1 quarter.
  • EPG Wealth Management's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $84K in Q1 2020.
  • 47 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.