Fidelity Investments’s Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund ETO Stock Holding History

Fidelity Investments’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
2024 Q1	–	Sell	-1	Closed	-$24	–	5474
2023 Q4	$24	Buy	+1	New	+$22	﹤0.01%	5171
2022 Q1	–	Sell	-1	Closed	–	–	5105
2021 Q4	$0	Sell	1 -1	-50%	-$32	﹤0.01%	4508
2021 Q3	$0	Buy	2 +1	+100%	+$31	﹤0.01%	4530
2021 Q2	$0	Hold	1	–	–	﹤0.01%	4415
2021 Q1	$0	Buy	+1	New	+$26	﹤0.01%	4121
2020 Q3	–	Sell	-1	Closed	–	–	3760
2020 Q2	$0	Buy	+1	New	+$20	﹤0.01%	3729
2019 Q1	–	Sell	-1	Closed	–	–	3750
2018 Q4	$0	Hold	1	–	–	﹤0.01%	3659
2018 Q3	$0	Buy	+1	New	+$25	﹤0.01%	3580

Other funds holding ETO

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

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

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Fidelity Investments's ETO Position: Q1 2024 in Review

Fidelity Investments sold out of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) in Q1 2024, closing a stake of 1 share — an estimated $24 sold.

Fidelity Investments first reported a position in ETO in Q3 2018 and held it in 8 quarters. The position peaked at $24 in Q4 2023. 59 funds tracked by Wall St. Rank hold ETO as of Q1 2024.

Fidelity Investments reported no remaining Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position as of Q1 2024 after selling out during the quarter.
Fidelity Investments sold 1 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund share in Q1 2024, an estimated $24.
Fidelity Investments first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q3 2018 and held it in 8 quarters.
Fidelity Investments's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $24 in Q4 2023.
59 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q1 2024.

Based on Fidelity Investments's 13F filing for Q1 2024, filed 13 May 2024.