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

Liberty 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
2020 Q2	–	Sell	-242	Closed	-$3K	–	888
2020 Q1	$3K	Buy	+242	New	+$3.95K	﹤0.01%	668

Other funds holding ETG

Morgan Stanley New York $1.66T AUM 25.57% 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

KIM

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

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

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Liberty Wealth Management's ETG Position: Q2 2020 in Review

Liberty Wealth Management sold out of Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) in Q2 2020, closing a stake of 242 shares — an estimated $3K sold.

Liberty Wealth Management first reported a position in ETG in Q1 2020 and held it in 1 quarter. The position peaked at $3K in Q1 2020. 79 funds tracked by Wall St. Rank hold ETG as of Q2 2020.

Liberty Wealth Management reported no remaining Eaton Vance Tax-Advantaged Global Dividend Income Fund position as of Q2 2020 after selling out during the quarter.
Liberty Wealth Management sold 242 Eaton Vance Tax-Advantaged Global Dividend Income Fund shares in Q2 2020, an estimated $3K.
Liberty Wealth Management first reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund in Q1 2020 and held it in 1 quarter.
Liberty Wealth Management's Eaton Vance Tax-Advantaged Global Dividend Income Fund position peaked at $3K in Q1 2020.
79 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Q2 2020.

Based on Liberty Wealth Management's 13F filing for Q2 2020, filed 4 Aug 2020.