Koshinski Asset Management
ETG

Koshinski Asset Management’s Eaton Vance Tax-Advantaged Global Dividend Income Fund ETG Stock Holding History

Koshinski Asset Management’s Portfolio ETG Stock Details ETG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-3,498
Closed -$72K – 985
2022
Q1 		$72K Buy
3,498
+49
+1% +$1K 0.01% 957
2021
Q4 		$78.4K Buy
3,449
+47
+1% +$1.04K 0.01% 938
2021
Q3 		$72.4K Buy
+3,402
New +$73.2K 0.01% 967

Other funds holding ETG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Koshinski Asset Management's ETG Position: Q2 2022 in Review

Koshinski Asset Management sold out of Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) in Q2 2022, closing a stake of 3,498 shares — an estimated $72K sold.

Koshinski Asset Management first reported a position in ETG in Q3 2021 and held it in 3 quarters. The position peaked at $78.4K in Q4 2021. 98 funds tracked by Wall St. Rank hold ETG as of Q2 2022.

  • Koshinski Asset Management reported no remaining Eaton Vance Tax-Advantaged Global Dividend Income Fund position as of Q2 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 3,498 Eaton Vance Tax-Advantaged Global Dividend Income Fund shares in Q2 2022, an estimated $72K.
  • Koshinski Asset Management first reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund in Q3 2021 and held it in 3 quarters.
  • Koshinski Asset Management's Eaton Vance Tax-Advantaged Global Dividend Income Fund position peaked at $78.4K in Q4 2021.
  • 98 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.