KWM
ETO

Kingsview Wealth Management’s Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund ETO Stock Holding History

Kingsview Wealth 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
Q1 		– Sell
-15,435
Closed -$390K – 882
2020
Q4 		$390K Buy
+15,435
New +$353K 0.03% 501

Other funds holding ETO

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Kingsview Wealth Management's ETO Position: Q1 2021 in Review

Kingsview Wealth Management sold out of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) in Q1 2021, closing a stake of 15,435 shares — an estimated $390K sold.

Kingsview Wealth Management first reported a position in ETO in Q4 2020 and held it in 1 quarter. The position peaked at $390K in Q4 2020. 51 funds tracked by Wall St. Rank hold ETO as of Q1 2021.

  • Kingsview Wealth Management reported no remaining Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position as of Q1 2021 after selling out during the quarter.
  • Kingsview Wealth Management sold 15,435 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q1 2021, an estimated $390K.
  • Kingsview Wealth Management first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q4 2020 and held it in 1 quarter.
  • Kingsview Wealth Management's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $390K in Q4 2020.
  • 51 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q1 2021.

Based on Kingsview Wealth Management's 13F filing for Q1 2021, filed 24 May 2021.