Jones Financial Companies
ETO

Jones Financial Companies’s Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund ETO Stock Holding History

Jones Financial Companies’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
Q1 		– Sell
-1,570
Closed -$37.1K – 1392
2023
Q4 		$37.1K Buy
+1,570
New +$34.5K ﹤0.01% 514

Other funds holding ETO

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Jones Financial Companies's ETO Position: Q1 2024 in Review

Jones Financial Companies sold out of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) in Q1 2024, closing a stake of 1,570 shares — an estimated $37.1K sold.

Jones Financial Companies first reported a position in ETO in Q4 2023 and held it in 1 quarter. The position peaked at $37.1K in Q4 2023. 59 funds tracked by Wall St. Rank hold ETO as of Q1 2024.

  • Jones Financial Companies reported no remaining Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position as of Q1 2024 after selling out during the quarter.
  • Jones Financial Companies sold 1,570 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q1 2024, an estimated $37.1K.
  • Jones Financial Companies first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q4 2023 and held it in 1 quarter.
  • Jones Financial Companies's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $37.1K in Q4 2023.
  • 59 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q1 2024.

Based on Jones Financial Companies's 13F filing for Q1 2024, filed 14 May 2024.