LTFS
ETO

Ladenburg Thalmann Financial Services’s Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund ETO Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$748K Buy
28,821
+1,811
+7% +$46.9K ﹤0.01% 1495
2019
Q3 		$684K Sell
27,010
-670
-2% -$16.8K ﹤0.01% 1516
2019
Q2 		$672K Buy
27,680
+1,216
+5% +$29K ﹤0.01% 1515
2019
Q1 		$635K Buy
26,464
+3,068
+13% +$68.5K ﹤0.01% 1503
2018
Q4 		$439K Buy
23,396
+1,830
+8% +$39.8K ﹤0.01% 1630
2018
Q3 		$546K Buy
21,566
+3,874
+22% +$97.8K ﹤0.01% 1532
2018
Q2 		$443K Hold
17,692
– – ﹤0.01% 1649
2018
Q1 		$443K Buy
17,692
+1,625
+10% +$41.3K ﹤0.01% 1649
2017
Q4 		$408K Sell
16,067
-3,783
-19% -$94K ﹤0.01% 1693
2017
Q3 		$488K Buy
19,850
+1,150
+6% +$28K 0.01% 1488
2017
Q2 		$456K Buy
18,700
+4,806
+35% +$114K 0.01% 1444
2017
Q1 		$320K Buy
13,894
+5,285
+61% +$119K ﹤0.01% 1601
2016
Q4 		$179K Buy
8,609
+1,227
+17% +$25.3K ﹤0.01% 1893
2016
Q3 		$160K Buy
7,382
+25
+0.3% +$555 ﹤0.01% 1908
2016
Q2 		$157K Buy
7,357
+950
+15% +$20.4K ﹤0.01% 1829
2016
Q1 		$138K Buy
6,407
+50
+0.8% +$1K ﹤0.01% 1851
2015
Q4 		$136K Hold
6,357
– – ﹤0.01% 1847
2015
Q3 		$132K Buy
6,357
+782
+14% +$18K ﹤0.01% 1790
2015
Q2 		$130K Sell
5,575
-596
-10% -$14.8K ﹤0.01% 1904
2015
Q1 		$152K Buy
6,171
+1,812
+42% +$43.9K ﹤0.01% 1770
2014
Q4 		$106K Buy
+4,359
New +$109K ﹤0.01% 1850

Other funds holding ETO

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PGWM
Parisi Gray Wealth Management Mendham, New Jersey $487M AUM 33.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ladenburg Thalmann Financial Services's ETO Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) stake by 6.7% in Q4 2019, buying an estimated $46.9K and bringing the position to 28,821 shares worth $748K. The position accounts for ﹤0.01% of the portfolio, ranked #1495.

Ladenburg Thalmann Financial Services first reported a position in ETO in Q4 2014 and has held it in 21 quarters since. 43 funds tracked by Wall St. Rank hold ETO as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 28,821 shares of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund worth $748K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 1,811 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q4 2019, an estimated $46.9K.
  • Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1495 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q4 2014 and has held it in 21 quarters since.
  • 43 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.