EH
ETG

Equitable Holdings’s Eaton Vance Tax-Advantaged Global Dividend Income Fund ETG Stock Holding History

Equitable Holdings’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
2020
Q4 		– Sell
-12,057
Closed -$179K – 690
2020
Q3 		$179K Buy
+12,057
New +$182K ﹤0.01% 600

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Equitable Holdings's ETG Position: Q4 2020 in Review

Equitable Holdings sold out of Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) in Q4 2020, closing a stake of 12,057 shares — an estimated $179K sold.

Equitable Holdings first reported a position in ETG in Q3 2020 and held it in 1 quarter. The position peaked at $179K in Q3 2020. 102 funds tracked by Wall St. Rank hold ETG as of Q4 2020.

  • Equitable Holdings reported no remaining Eaton Vance Tax-Advantaged Global Dividend Income Fund position as of Q4 2020 after selling out during the quarter.
  • Equitable Holdings sold 12,057 Eaton Vance Tax-Advantaged Global Dividend Income Fund shares in Q4 2020, an estimated $179K.
  • Equitable Holdings first reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund in Q3 2020 and held it in 1 quarter.
  • Equitable Holdings's Eaton Vance Tax-Advantaged Global Dividend Income Fund position peaked at $179K in Q3 2020.
  • 102 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Q4 2020.

Based on Equitable Holdings's 13F filing for Q4 2020, filed 9 Feb 2021.