International Assets Investment Management’s Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund ETO Stock Holding History

International Assets Investment 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
2024 Q4	–	Sell	-123,862	Closed	-$4.67K	–	1127
2024 Q3	$4.67K	Buy	+123,862	New	+$3.17M	0.01%	591
2021 Q2	–	Sell	-5,224	Closed	-$132K	–	913
2021 Q1	$132K	Hold	5,224	–	–	0.01%	629
2020 Q4	$132K	Buy	+5,224	New	+$119K	0.02%	504

Other funds holding ETO

KIM

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

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

AAM

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

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

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

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

International Assets Investment Management's ETO Position: Q4 2024 in Review

International Assets Investment Management sold out of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) in Q4 2024, closing a stake of 123,862 shares — an estimated $4.67K sold.

International Assets Investment Management first reported a position in ETO in Q4 2020 and held it in 3 quarters. The position peaked at $132K in Q1 2021. 58 funds tracked by Wall St. Rank hold ETO as of Q4 2024.

International Assets Investment Management reported no remaining Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position as of Q4 2024 after selling out during the quarter.
International Assets Investment Management sold 123,862 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q4 2024, an estimated $4.67K.
International Assets Investment Management first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q4 2020 and held it in 3 quarters.
International Assets Investment Management's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $132K in Q1 2021.
58 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q4 2024.

Based on International Assets Investment Management's 13F filing for Q4 2024, filed 8 Jan 2025.