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

Financial Gravity Companies’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
2018 Q4	$1K	Buy	+41	New	+$635	﹤0.01%	1076
2018 Q1	$3K	Buy	185 +82	+80%	+$1.42K	﹤0.01%	841
2017 Q4	$2K	Buy	+103	New	+$1.78K	﹤0.01%	924

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

SFS

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

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

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

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

Financial Gravity Companies's ETG Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) in Q4 2018: 41 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1076 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in ETG as recently as Q1 2018.

Financial Gravity Companies first reported a position in ETG in Q4 2017 and has held it in 3 quarters since. The position peaked at $3K in Q1 2018. 95 funds tracked by Wall St. Rank hold ETG as of Q4 2018.

Financial Gravity Companies held 41 shares of Eaton Vance Tax-Advantaged Global Dividend Income Fund worth $1K as of Q4 2018.
Eaton Vance Tax-Advantaged Global Dividend Income Fund was a new Financial Gravity Companies position in Q4 2018.
Eaton Vance Tax-Advantaged Global Dividend Income Fund made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #1076 holding.
Financial Gravity Companies first reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund in Q4 2017 and has held it in 3 quarters since.
Financial Gravity Companies's Eaton Vance Tax-Advantaged Global Dividend Income Fund position peaked at $3K in Q1 2018.
95 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.