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

Gupta 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
2016 Q1	$21K	Sell	1,440 -560	-28%	-$7.83K	﹤0.01%	639
2015 Q4	$31K	Buy	+2,000	New	+$32K	0.01%	551
2015 Q3	–	Sell	-147	Closed	-$2K	–	1277
2015 Q2	$2K	Hold	147	–	–	﹤0.01%	1132
2015 Q1	$2K	Buy	+147	New	+$2.43K	﹤0.01%	1002

Other funds holding ETG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

SFS

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

Gupta Wealth Management's ETG Position: Q1 2016 in Review

Gupta Wealth Management reduced its Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) stake by 28% in Q1 2016, selling an estimated $7.83K and leaving 1,440 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #639.

Gupta Wealth Management first reported a position in ETG in Q1 2015 and has held it in 4 quarters since. The position peaked at $31K in Q4 2015. 73 funds tracked by Wall St. Rank hold ETG as of Q1 2016.

Gupta Wealth Management held 1,440 shares of Eaton Vance Tax-Advantaged Global Dividend Income Fund worth $21K as of Q1 2016.
Gupta Wealth Management sold 560 Eaton Vance Tax-Advantaged Global Dividend Income Fund shares in Q1 2016, an estimated $7.83K.
Eaton Vance Tax-Advantaged Global Dividend Income Fund made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #639 holding.
Gupta Wealth Management first reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund in Q1 2015 and has held it in 4 quarters since.
Gupta Wealth Management's Eaton Vance Tax-Advantaged Global Dividend Income Fund position peaked at $31K in Q4 2015.
73 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.