LWM
ETG

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

Laidlaw Wealth 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
2021
Q4 		– Sell
-28,310
Closed -$602K – 396
2021
Q3 		$602K Buy
28,310
+26
+0.1% +$559 0.15% 133
2021
Q2 		$594K Buy
28,284
+3,542
+14% +$72.2K 0.15% 131
2021
Q1 		$472K Buy
+24,742
New +$455K 0.16% 128

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
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Laidlaw Wealth Management's ETG Position: Q4 2021 in Review

Laidlaw Wealth Management sold out of Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) in Q4 2021, closing a stake of 28,310 shares — an estimated $602K sold.

Laidlaw Wealth Management first reported a position in ETG in Q1 2021 and held it in 3 quarters. The position peaked at $602K in Q3 2021. 113 funds tracked by Wall St. Rank hold ETG as of Q4 2021.

  • Laidlaw Wealth Management reported no remaining Eaton Vance Tax-Advantaged Global Dividend Income Fund position as of Q4 2021 after selling out during the quarter.
  • Laidlaw Wealth Management sold 28,310 Eaton Vance Tax-Advantaged Global Dividend Income Fund shares in Q4 2021, an estimated $602K.
  • Laidlaw Wealth Management first reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund in Q1 2021 and held it in 3 quarters.
  • Laidlaw Wealth Management's Eaton Vance Tax-Advantaged Global Dividend Income Fund position peaked at $602K in Q3 2021.
  • 113 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Q4 2021.

Based on Laidlaw Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.