FFA
ETG

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

Founders Financial Alliance’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
2020
Q4 		– Sell
-5,157
Closed -$76K – 688
2020
Q3 		$76K Buy
+5,157
New +$77.9K 0.05% 308

Other funds holding ETG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Founders Financial Alliance's ETG Position: Q4 2020 in Review

Founders Financial Alliance sold out of Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) in Q4 2020, closing a stake of 5,157 shares — an estimated $76K sold.

Founders Financial Alliance first reported a position in ETG in Q3 2020 and held it in 1 quarter. The position peaked at $76K in Q3 2020. 102 funds tracked by Wall St. Rank hold ETG as of Q4 2020.

  • Founders Financial Alliance reported no remaining Eaton Vance Tax-Advantaged Global Dividend Income Fund position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 5,157 Eaton Vance Tax-Advantaged Global Dividend Income Fund shares in Q4 2020, an estimated $76K.
  • Founders Financial Alliance first reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's Eaton Vance Tax-Advantaged Global Dividend Income Fund position peaked at $76K in Q3 2020.
  • 102 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.