Focused Wealth Management’s Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund ETO Stock Holding History

Focused Wealth Management’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
2017 Q4	–	Sell	-520	Closed	-$13K	–	697
2017 Q3	$13K	Hold	520	–	–	﹤0.01%	401
2017 Q2	$13K	Hold	520	–	–	﹤0.01%	435
2017 Q1	$12K	Hold	520	–	–	﹤0.01%	442
2016 Q4	$11K	Hold	520	–	–	﹤0.01%	461
2016 Q3	$11K	Hold	520	–	–	﹤0.01%	428
2016 Q2	$11K	Hold	520	–	–	0.01%	424
2016 Q1	$11K	Hold	520	–	–	0.01%	382
2015 Q4	$11K	Hold	520	–	–	0.01%	390
2015 Q3	$11K	Hold	520	–	–	0.01%	382
2015 Q2	$12K	Hold	520	–	–	0.01%	373
2015 Q1	$13K	Hold	520	–	–	0.01%	380
2014 Q4	$13K	Hold	520	–	–	0.01%	373
2014 Q3	$13K	Hold	520	–	–	0.01%	387
2014 Q2	$13K	Hold	520	–	–	0.01%	379
2014 Q1	$13K	Hold	520	–	–	0.01%	352
2013 Q4	$13K	Hold	520	–	–	0.01%	354
2013 Q3	$12K	Buy	+520	New	+$11.9K	0.01%	336

Other funds holding ETO

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

PGWM

Parisi Gray Wealth Management Mendham, New Jersey $487M AUM 33.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Focused Wealth Management's ETO Position: Q4 2017 in Review

Focused Wealth Management sold out of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) in Q4 2017, closing a stake of 520 shares — an estimated $13K sold.

Focused Wealth Management first reported a position in ETO in Q3 2013 and held it in 17 quarters. The position peaked at $13K in Q3 2017. 41 funds tracked by Wall St. Rank hold ETO as of Q4 2017.

Focused Wealth Management reported no remaining Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position as of Q4 2017 after selling out during the quarter.
Focused Wealth Management sold 520 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q4 2017, an estimated $13K.
Focused Wealth Management first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q3 2013 and held it in 17 quarters.
Focused Wealth Management's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $13K in Q3 2017.
41 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q4 2017.

Based on Focused Wealth Management's 13F filing for Q4 2017, filed 13 Feb 2018.