MA
ETO

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

MBA Advisors’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
2022
Q2 		– Sell
-8,411
Closed -$253K – 138
2022
Q1 		$253K Buy
8,411
+622
+8% +$18.5K 0.16% 126
2021
Q4 		$253K Hold
7,789
– – 0.16% 131
2021
Q3 		$235K Buy
+7,789
New +$242K 0.17% 122

Other funds holding ETO

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MBA Advisors's ETO Position: Q2 2022 in Review

MBA Advisors sold out of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) in Q2 2022, closing a stake of 8,411 shares — an estimated $253K sold.

MBA Advisors first reported a position in ETO in Q3 2021 and held it in 3 quarters. The position peaked at $253K in Q1 2022. 46 funds tracked by Wall St. Rank hold ETO as of Q2 2022.

  • MBA Advisors reported no remaining Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position as of Q2 2022 after selling out during the quarter.
  • MBA Advisors sold 8,411 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q2 2022, an estimated $253K.
  • MBA Advisors first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q3 2021 and held it in 3 quarters.
  • MBA Advisors's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $253K in Q1 2022.
  • 46 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q2 2022.

Based on MBA Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.