Financial Advocates Investment Management’s Eaton Vance Tax-Advantaged Global Dividend Income Fund ETG Stock Holding History

Financial Advocates Investment Management’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
2021 Q4	–	Sell	-10,575	Closed	-$225K	–	779
2021 Q3	$225K	Sell	10,575 -7,651	-42%	-$165K	0.02%	677
2021 Q2	$797K	Buy	18,226 +4,874	+37%	+$99.4K	0.05%	366
2021 Q1	$255K	Sell	13,352 -761	-5%	-$14K	0.02%	656
2020 Q4	$257K	Sell	14,113 -1,510	-10%	-$24.7K	0.02%	610
2020 Q3	$233K	Buy	15,623 +615	+4%	+$9.29K	0.02%	540
2020 Q2	$215K	Buy	15,008 +1,450	+11%	+$19.4K	0.02%	545
2020 Q1	$162K	Buy	+13,558	New	+$221K	0.02%	445

Other funds holding ETG

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Financial Advocates Investment Management's ETG Position: Q4 2021 in Review

Financial Advocates Investment Management sold out of Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) in Q4 2021, closing a stake of 10,575 shares — an estimated $225K sold.

Financial Advocates Investment Management first reported a position in ETG in Q1 2020 and held it in 7 quarters. The position peaked at $797K in Q2 2021. 113 funds tracked by Wall St. Rank hold ETG as of Q4 2021.

Financial Advocates Investment Management reported no remaining Eaton Vance Tax-Advantaged Global Dividend Income Fund position as of Q4 2021 after selling out during the quarter.
Financial Advocates Investment Management sold 10,575 Eaton Vance Tax-Advantaged Global Dividend Income Fund shares in Q4 2021, an estimated $225K.
Financial Advocates Investment Management first reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund in Q1 2020 and held it in 7 quarters.
Financial Advocates Investment Management's Eaton Vance Tax-Advantaged Global Dividend Income Fund position peaked at $797K in Q2 2021.
113 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Q4 2021.

Based on Financial Advocates Investment Management's 13F filing for Q4 2021, filed 14 Feb 2022.