Mid Atlantic Financial Management’s Eaton Vance Tax-Advantaged Global Dividend Income Fund ETG Stock Holding History

Mid Atlantic Financial 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 Q2	–	Sell	-11,133	Closed	-$213K	–	931
2021 Q1	$213K	Buy	+11,133	New	+$205K	0.02%	750
2020 Q4	–	Sell	-12,233	Closed	-$195K	–	806
2020 Q3	$195K	Buy	12,233 +1,533	+14%	+$23.2K	0.02%	664
2020 Q2	$153K	Buy	+10,700	New	+$144K	0.01%	671
2019 Q4	–	Sell	-16,200	Closed	-$267K	–	744
2019 Q3	$267K	Buy	16,200 +700	+5%	+$11.3K	0.03%	542
2019 Q2	$249K	Buy	15,500 +700	+5%	+$11K	0.03%	569
2019 Q1	$230K	Sell	14,800 -2,996	-17%	-$45.2K	0.03%	584
2018 Q4	$241K	Buy	+17,796	New	+$275K	0.03%	531

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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

Mid Atlantic Financial Management's ETG Position: Q2 2021 in Review

Mid Atlantic Financial Management sold out of Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) in Q2 2021, closing a stake of 11,133 shares — an estimated $213K sold.

Mid Atlantic Financial Management first reported a position in ETG in Q4 2018 and held it in 7 quarters. The position peaked at $267K in Q3 2019. 92 funds tracked by Wall St. Rank hold ETG as of Q2 2021.

Mid Atlantic Financial Management reported no remaining Eaton Vance Tax-Advantaged Global Dividend Income Fund position as of Q2 2021 after selling out during the quarter.
Mid Atlantic Financial Management sold 11,133 Eaton Vance Tax-Advantaged Global Dividend Income Fund shares in Q2 2021, an estimated $213K.
Mid Atlantic Financial Management first reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund in Q4 2018 and held it in 7 quarters.
Mid Atlantic Financial Management's Eaton Vance Tax-Advantaged Global Dividend Income Fund position peaked at $267K in Q3 2019.
92 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Q2 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q2 2021, filed 10 Aug 2021.