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

IHT 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
2018 Q2	–	Sell	-48	Closed	-$1K	–	706
2018 Q1	$1K	Hold	48	–	–	﹤0.01%	1581
2017 Q4	$1K	Hold	48	–	–	﹤0.01%	1572
2017 Q3	$1K	Hold	48	–	–	﹤0.01%	1298
2017 Q2	$85	Buy	+48	New	+$1.14K	0.04%	371

Other funds holding ETO

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

PGWM

Parisi Gray Wealth Management Mendham, New Jersey $487M AUM 33.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJA

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

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

IHT Wealth Management's ETO Position: Q2 2018 in Review

IHT Wealth Management sold out of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) in Q2 2018, closing a stake of 48 shares — an estimated $1K sold.

IHT Wealth Management first reported a position in ETO in Q2 2017 and held it in 4 quarters. The position peaked at $1K in Q1 2018. 40 funds tracked by Wall St. Rank hold ETO as of Q2 2018.

IHT Wealth Management reported no remaining Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position as of Q2 2018 after selling out during the quarter.
IHT Wealth Management sold 48 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q2 2018, an estimated $1K.
IHT Wealth Management first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q2 2017 and held it in 4 quarters.
IHT Wealth Management's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $1K in Q1 2018.
40 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.