EE
ETO

EWG Elevate’s Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund ETO Stock Holding History

EWG Elevate’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
2023
Q1 		– Sell
-675
Closed -$14.1K – 269
2022
Q4 		$14.1K Buy
+675
New +$14.5K 0.01% 334

Other funds holding ETO

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

EWG Elevate's ETO Position: Q1 2023 in Review

EWG Elevate sold out of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) in Q1 2023, closing a stake of 675 shares — an estimated $14.1K sold.

EWG Elevate first reported a position in ETO in Q4 2022 and held it in 1 quarter. The position peaked at $14.1K in Q4 2022. 52 funds tracked by Wall St. Rank hold ETO as of Q1 2023.

  • EWG Elevate reported no remaining Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position as of Q1 2023 after selling out during the quarter.
  • EWG Elevate sold 675 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q1 2023, an estimated $14.1K.
  • EWG Elevate first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q4 2022 and held it in 1 quarter.
  • EWG Elevate's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $14.1K in Q4 2022.
  • 52 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q1 2023.

Based on EWG Elevate's 13F filing for Q1 2023, filed 13 Apr 2023.