FPWM
ETG

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

FSB Premier 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
-100
Closed -$2K – 265
2021
Q4 		$2K Buy
+100
New +$2.21K ﹤0.01% 490

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Osaic Holdings
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Trust Advisors
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FSB Premier Wealth Management's ETG Position: Q1 2022 in Review

FSB Premier Wealth Management sold out of Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) in Q1 2022, closing a stake of 100 shares — an estimated $2K sold.

FSB Premier Wealth Management first reported a position in ETG in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 105 funds tracked by Wall St. Rank hold ETG as of Q1 2022.

  • FSB Premier Wealth Management reported no remaining Eaton Vance Tax-Advantaged Global Dividend Income Fund position as of Q1 2022 after selling out during the quarter.
  • FSB Premier Wealth Management sold 100 Eaton Vance Tax-Advantaged Global Dividend Income Fund shares in Q1 2022, an estimated $2K.
  • FSB Premier Wealth Management first reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund in Q4 2021 and held it in 1 quarter.
  • FSB Premier Wealth Management's Eaton Vance Tax-Advantaged Global Dividend Income Fund position peaked at $2K in Q4 2021.
  • 105 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Q1 2022.

Based on FSB Premier Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.