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

Institutional & Family Asset 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
2021 Q4	–	Sell	-668	Closed	-$20K	–	836
2021 Q3	$20K	Buy	+668	New	+$20.8K	﹤0.01%	451
2021 Q1	–	Sell	-2,740	Closed	-$69K	–	942
2020 Q4	$69K	Buy	+2,740	New	+$62.7K	0.01%	285

Other funds holding ETO

AAM

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

RJA

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Institutional & Family Asset Management's ETO Position: Q4 2021 in Review

Institutional & Family Asset Management sold out of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) in Q4 2021, closing a stake of 668 shares — an estimated $20K sold.

Institutional & Family Asset Management first reported a position in ETO in Q4 2020 and held it in 2 quarters. The position peaked at $69K in Q4 2020. 49 funds tracked by Wall St. Rank hold ETO as of Q4 2021.

Institutional & Family Asset Management reported no remaining Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position as of Q4 2021 after selling out during the quarter.
Institutional & Family Asset Management sold 668 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q4 2021, an estimated $20K.
Institutional & Family Asset Management first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q4 2020 and held it in 2 quarters.
Institutional & Family Asset Management's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $69K in Q4 2020.
49 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q4 2021.

Based on Institutional & Family Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.