Mercer Global Advisors
ETG

Mercer Global Advisors’s Eaton Vance Tax-Advantaged Global Dividend Income Fund ETG Stock Holding History

Mercer Global Advisors’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
2022
Q3 		– Sell
-11,377
Closed -$183K – 1855
2022
Q2 		$183K Buy
11,377
+366
+3% +$6.47K ﹤0.01% 1649
2022
Q1 		$227K Hold
11,011
– – ﹤0.01% 1654
2021
Q4 		$250K Sell
11,011
-287
-3% -$6.33K ﹤0.01% 1554
2021
Q3 		$240K Buy
+11,298
New +$243K ﹤0.01% 1526

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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Mercer Global Advisors's ETG Position: Q3 2022 in Review

Mercer Global Advisors sold out of Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) in Q3 2022, closing a stake of 11,377 shares — an estimated $183K sold.

Mercer Global Advisors first reported a position in ETG in Q3 2021 and held it in 4 quarters. The position peaked at $250K in Q4 2021. 90 funds tracked by Wall St. Rank hold ETG as of Q3 2022.

  • Mercer Global Advisors reported no remaining Eaton Vance Tax-Advantaged Global Dividend Income Fund position as of Q3 2022 after selling out during the quarter.
  • Mercer Global Advisors sold 11,377 Eaton Vance Tax-Advantaged Global Dividend Income Fund shares in Q3 2022, an estimated $183K.
  • Mercer Global Advisors first reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund in Q3 2021 and held it in 4 quarters.
  • Mercer Global Advisors's Eaton Vance Tax-Advantaged Global Dividend Income Fund position peaked at $250K in Q4 2021.
  • 90 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Q3 2022.

Based on Mercer Global Advisors's 13F filing for Q3 2022, filed 15 Nov 2022.