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

Institute for 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
2019 Q3	–	Sell	-10,417	Closed	-$167K	–	442
2019 Q2	$167K	Sell	10,417 -16,566	-61%	-$261K	0.04%	449
2019 Q1	$546K	Buy	26,983 +16,566	+159%	+$250K	0.12%	226
2018 Q4	$141K	Sell	10,417 -1,510	-13%	-$23.4K	0.06%	249
2018 Q3	$214K	Buy	+11,927	New	+$211K	0.07%	199
2018 Q1	–	Sell	-11,367	Closed	-$200K	–	296
2017 Q4	$200K	Sell	11,367 -1,500	-12%	-$25.9K	0.05%	361
2017 Q3	$224K	Buy	12,867 +1,500	+13%	+$25.5K	0.07%	240
2017 Q2	$198K	Buy	+11,367	New	+$188K	0.05%	381

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 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

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

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

WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return

Institute for Wealth Management's ETG Position: Q3 2019 in Review

Institute for Wealth Management sold out of Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) in Q3 2019, closing a stake of 10,417 shares — an estimated $167K sold.

Institute for Wealth Management first reported a position in ETG in Q2 2017 and held it in 7 quarters. The position peaked at $546K in Q1 2019. 79 funds tracked by Wall St. Rank hold ETG as of Q3 2019.

Institute for Wealth Management reported no remaining Eaton Vance Tax-Advantaged Global Dividend Income Fund position as of Q3 2019 after selling out during the quarter.
Institute for Wealth Management sold 10,417 Eaton Vance Tax-Advantaged Global Dividend Income Fund shares in Q3 2019, an estimated $167K.
Institute for Wealth Management first reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund in Q2 2017 and held it in 7 quarters.
Institute for Wealth Management's Eaton Vance Tax-Advantaged Global Dividend Income Fund position peaked at $546K in Q1 2019.
79 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Q3 2019.

Based on Institute for Wealth Management's 13F filing for Q3 2019, filed 28 Oct 2019.