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

Koshinski Asset 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
2023 Q2	–	Sell	-11,200	Closed	-$249K	–	620
2023 Q1	$249K	Hold	11,200	–	–	0.02%	471
2022 Q4	$235K	Buy	11,200 +253	+2%	+$5.43K	0.02%	528
2022 Q3	$222K	Buy	10,947 +157	+1%	+$3.82K	0.03%	475
2022 Q2	$239K	Hold	10,790	–	–	0.02%	512
2022 Q1	$325K	Buy	10,790 +64	+0.6%	+$1.9K	0.03%	467
2021 Q4	$349K	Buy	10,726 +180	+2%	+$5.71K	0.03%	481
2021 Q3	$318K	Buy	+10,546	New	+$328K	0.03%	493
2021 Q2	–	Sell	-10,226	Closed	-$269K	–	572
2021 Q1	$269K	Buy	10,226 +170	+2%	+$4.37K	0.03%	503
2020 Q4	$254K	Buy	10,056 +56	+0.6%	+$1.28K	0.03%	468
2020 Q3	$219	Buy	+10,000	New	+$214K	0.03%	463

Other funds holding ETO

KIM

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

1CP

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

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

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

AAM

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

Koshinski Asset Management's ETO Position: Q2 2023 in Review

Koshinski Asset Management sold out of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) in Q2 2023, closing a stake of 11,200 shares — an estimated $249K sold.

Koshinski Asset Management first reported a position in ETO in Q3 2020 and held it in 10 quarters. The position peaked at $349K in Q4 2021. 51 funds tracked by Wall St. Rank hold ETO as of Q2 2023.

Koshinski Asset Management reported no remaining Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position as of Q2 2023 after selling out during the quarter.
Koshinski Asset Management sold 11,200 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q2 2023, an estimated $249K.
Koshinski Asset Management first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q3 2020 and held it in 10 quarters.
Koshinski Asset Management's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $349K in Q4 2021.
51 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q2 2023.

Based on Koshinski Asset Management's 13F filing for Q2 2023, filed 28 Jul 2023.