FNY Investment Advisers’s Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund ETO Stock Holding History

FNY Investment Advisers’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
2022 Q4	–	Sell	-16,200	Closed	-$327K	–	563
2022 Q3	$327K	Buy	+16,200	New	+$394K	0.23%	75
2021 Q3	–	Sell	-3,000	Closed	-$87K	–	773
2021 Q2	$87K	Buy	+3,000	New	+$86K	0.03%	302
2021 Q1	–	Sell	-608	Closed	-$15K	–	849
2020 Q4	$15K	Buy	+608	New	+$13.9K	﹤0.01%	555

Other funds holding ETO

AAM

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

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

KIM

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

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

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

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

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

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

FAM

Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

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

FNY Investment Advisers's ETO Position: Q4 2022 in Review

FNY Investment Advisers sold out of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) in Q4 2022, closing a stake of 16,200 shares — an estimated $327K sold.

FNY Investment Advisers first reported a position in ETO in Q4 2020 and held it in 3 quarters. The position peaked at $327K in Q3 2022. 50 funds tracked by Wall St. Rank hold ETO as of Q4 2022.

FNY Investment Advisers reported no remaining Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position as of Q4 2022 after selling out during the quarter.
FNY Investment Advisers sold 16,200 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q4 2022, an estimated $327K.
FNY Investment Advisers first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q4 2020 and held it in 3 quarters.
FNY Investment Advisers's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $327K in Q3 2022.
50 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q4 2022.

Based on FNY Investment Advisers's 13F filing for Q4 2022, filed 10 Jan 2023.