Frontier Wealth Management’s Eaton Vance Tax-Advantaged Global Dividend Income Fund ETG Stock Holding History

Frontier Wealth 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
2022 Q1	–	Sell	-9,334	Closed	-$212K	–	412
2021 Q4	$212K	Buy	+9,334	New	+$206K	0.01%	389
2018 Q4	–	Sell	-11,525	Closed	-$206K	–	378
2018 Q3	$206K	Sell	11,525 -2,000	-15%	-$35.4K	0.02%	357
2018 Q2	$230K	Buy	13,525 +75	+0.6%	+$1.27K	0.03%	332
2018 Q1	$225K	Buy	+13,450	New	+$233K	0.03%	339

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

SFS

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

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

Frontier Wealth Management's ETG Position: Q1 2022 in Review

Frontier Wealth Management sold out of Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) in Q1 2022, closing a stake of 9,334 shares — an estimated $212K sold.

Frontier Wealth Management first reported a position in ETG in Q1 2018 and held it in 4 quarters. The position peaked at $230K in Q2 2018. 105 funds tracked by Wall St. Rank hold ETG as of Q1 2022.

Frontier Wealth Management reported no remaining Eaton Vance Tax-Advantaged Global Dividend Income Fund position as of Q1 2022 after selling out during the quarter.
Frontier Wealth Management sold 9,334 Eaton Vance Tax-Advantaged Global Dividend Income Fund shares in Q1 2022, an estimated $212K.
Frontier Wealth Management first reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund in Q1 2018 and held it in 4 quarters.
Frontier Wealth Management's Eaton Vance Tax-Advantaged Global Dividend Income Fund position peaked at $230K in Q2 2018.
105 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Q1 2022.

Based on Frontier Wealth Management's 13F filing for Q1 2022, filed 13 May 2022.