Institutional & Family Asset Management’s Eaton Vance Tax-Advantaged Global Dividend Income Fund ETG Stock Holding History

Institutional & Family Asset 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
2023 Q1	–	Sell	-1,300	Closed	-$19.6K	–	737
2022 Q4	$19.6K	Hold	1,300	–	–	﹤0.01%	305
2022 Q3	$20K	Buy	+1,300	New	+$22.4K	﹤0.01%	310

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

AAM

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

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

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

SFS

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Institutional & Family Asset Management's ETG Position: Q1 2023 in Review

Institutional & Family Asset Management sold out of Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) in Q1 2023, closing a stake of 1,300 shares — an estimated $19.6K sold.

Institutional & Family Asset Management first reported a position in ETG in Q3 2022 and held it in 2 quarters. The position peaked at $20K in Q3 2022. 97 funds tracked by Wall St. Rank hold ETG as of Q1 2023.

Institutional & Family Asset Management reported no remaining Eaton Vance Tax-Advantaged Global Dividend Income Fund position as of Q1 2023 after selling out during the quarter.
Institutional & Family Asset Management sold 1,300 Eaton Vance Tax-Advantaged Global Dividend Income Fund shares in Q1 2023, an estimated $19.6K.
Institutional & Family Asset Management first reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund in Q3 2022 and held it in 2 quarters.
Institutional & Family Asset Management's Eaton Vance Tax-Advantaged Global Dividend Income Fund position peaked at $20K in Q3 2022.
97 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Q1 2023.

Based on Institutional & Family Asset Management's 13F filing for Q1 2023, filed 9 May 2023.