Mariner
ETO

Mariner’s Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund ETO Stock Holding History

Mariner’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
Q4 		– Sell
-10,634
Closed -$227K – 3089
2023
Q3 		$227K Buy
+10,634
New +$242K ﹤0.01% 2404

Other funds holding ETO

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Mariner's ETO Position: Q4 2023 in Review

Mariner sold out of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) in Q4 2023, closing a stake of 10,634 shares — an estimated $227K sold.

Mariner first reported a position in ETO in Q3 2023 and held it in 1 quarter. The position peaked at $227K in Q3 2023. 58 funds tracked by Wall St. Rank hold ETO as of Q4 2023.

  • Mariner reported no remaining Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position as of Q4 2023 after selling out during the quarter.
  • Mariner sold 10,634 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q4 2023, an estimated $227K.
  • Mariner first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q3 2023 and held it in 1 quarter.
  • Mariner's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $227K in Q3 2023.
  • 58 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q4 2023.

Based on Mariner's 13F filing for Q4 2023, filed 14 Feb 2024.