JIR
ETO

James Investment Research’s Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund ETO Stock Holding History

James Investment Research’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
2017
Q2 		– Sell
-2,800
Closed -$65K – 735
2017
Q1 		$65K Hold
2,800
– – ﹤0.01% 514
2016
Q4 		$58K Hold
2,800
– – ﹤0.01% 402
2016
Q3 		$61K Hold
2,800
– – ﹤0.01% 392
2016
Q2 		$60K Hold
2,800
– – ﹤0.01% 353
2016
Q1 		$60K Hold
2,800
– – ﹤0.01% 327
2015
Q4 		$60K Hold
2,800
– – ﹤0.01% 341
2015
Q3 		$58K Hold
2,800
– – ﹤0.01% 336
2015
Q2 		$65K Hold
2,800
– – ﹤0.01% 344
2015
Q1 		$69K Hold
2,800
– – ﹤0.01% 358
2014
Q4 		$68K Hold
2,800
– – ﹤0.01% 362
2014
Q3 		$69K Hold
2,800
– – ﹤0.01% 376
2014
Q2 		$73K Sell
2,800
-5,900
-68% -$147K ﹤0.01% 358
2014
Q1 		$211K Hold
8,700
– – 0.01% 319
2013
Q4 		$213K Sell
8,700
-1,200
-12% -$28.6K 0.01% 310
2013
Q3 		$223K Hold
9,900
– – 0.01% 295
2013
Q2 		$222K Buy
+9,900
New +$230K 0.01% 291

Other funds holding ETO

GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

James Investment Research's ETO Position: Q2 2017 in Review

James Investment Research sold out of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) in Q2 2017, closing a stake of 2,800 shares — an estimated $65K sold.

James Investment Research first reported a position in ETO in Q2 2013 and held it in 16 quarters. The position peaked at $223K in Q3 2013. 39 funds tracked by Wall St. Rank hold ETO as of Q2 2017.

  • James Investment Research reported no remaining Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position as of Q2 2017 after selling out during the quarter.
  • James Investment Research sold 2,800 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q2 2017, an estimated $65K.
  • James Investment Research first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q2 2013 and held it in 16 quarters.
  • James Investment Research's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $223K in Q3 2013.
  • 39 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q2 2017.

Based on James Investment Research's 13F filing for Q2 2017, filed 14 Jul 2017.