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

Financial Gravity Asset 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
2019 Q4	–	Sell	-1	Closed	–	–	1464
2019 Q3	$0	Hold	1	–	–	﹤0.01%	1303
2019 Q2	$0	Sell	1 -40	-98%	-$629	﹤0.01%	1351
2019 Q1	$1K	Buy	+41	New	+$618	﹤0.01%	1086
2018 Q3	$4K	Buy	279 +25	+10%	+$442	﹤0.01%	764
2018 Q2	$5K	Buy	254 +69	+37%	+$1.17K	﹤0.01%	743
2018 Q1	$3K	Buy	+185	New	+$3.2K	﹤0.01%	841

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 $140B AUM 27.84% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return

Financial Gravity Asset Management's ETG Position: Q4 2019 in Review

Financial Gravity Asset Management sold out of Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) in Q4 2019, closing a stake of 1 share.

Financial Gravity Asset Management first reported a position in ETG in Q1 2018 and held it in 6 quarters. The position peaked at $5K in Q2 2018. 81 funds tracked by Wall St. Rank hold ETG as of Q4 2019.

Financial Gravity Asset Management reported no remaining Eaton Vance Tax-Advantaged Global Dividend Income Fund position as of Q4 2019 after selling out during the quarter.
Financial Gravity Asset Management sold 1 Eaton Vance Tax-Advantaged Global Dividend Income Fund share in Q4 2019.
Financial Gravity Asset Management first reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund in Q1 2018 and held it in 6 quarters.
Financial Gravity Asset Management's Eaton Vance Tax-Advantaged Global Dividend Income Fund position peaked at $5K in Q2 2018.
81 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.