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

Frontier 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
2020 Q2	–	Sell	-208,720	Closed	-$3.29M	–	350
2020 Q1	$3.29M	Buy	208,720 +133,317	+177%	+$3.13M	0.54%	55
2019 Q4	$2.04M	Buy	75,403 +36,567	+94%	+$948K	0.33%	70
2019 Q3	$1.24M	Buy	+38,836	New	+$973K	0.18%	114
2019 Q2	–	Sell	-10,490	Closed	-$252K	–	326
2019 Q1	$252K	Buy	+10,490	New	+$234K	0.03%	303
2018 Q4	–	Sell	-12,615	Closed	-$319K	–	379
2018 Q3	$319K	Buy	12,615 +2,735	+28%	+$69K	0.03%	294
2018 Q2	$239K	Buy	9,880 +1,770	+22%	+$44.9K	0.03%	326
2018 Q1	$203K	Buy	+8,110	New	+$206K	0.03%	361

Other funds holding ETO

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

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 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

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 $445B AUM 25.58% 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

RJA

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

Frontier Wealth Management's ETO Position: Q2 2020 in Review

Frontier Wealth Management sold out of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) in Q2 2020, closing a stake of 208,720 shares — an estimated $3.29M sold.

Frontier Wealth Management first reported a position in ETO in Q1 2018 and held it in 7 quarters. The position peaked at $3.29M in Q1 2020. 47 funds tracked by Wall St. Rank hold ETO as of Q2 2020.

Frontier Wealth Management reported no remaining Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position as of Q2 2020 after selling out during the quarter.
Frontier Wealth Management sold 208,720 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q2 2020, an estimated $3.29M.
Frontier Wealth Management first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q1 2018 and held it in 7 quarters.
Frontier Wealth Management's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $3.29M in Q1 2020.
47 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q2 2020.

Based on Frontier Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.