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

Mid Atlantic Financial Management’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
2021 Q3	–	Sell	-7,337	Closed	-$215K	–	928
2021 Q2	$215K	Sell	7,337 -2,100	-22%	-$60.2K	0.01%	812
2021 Q1	$248K	Buy	+9,437	New	+$243K	0.02%	700
2020 Q4	–	Sell	-12,837	Closed	-$286K	–	807
2020 Q3	$286K	Buy	12,837 +1,437	+13%	+$30.7K	0.03%	539
2020 Q2	$237K	Buy	+11,400	New	+$229K	0.02%	563

Other funds holding ETO

AAM

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Mid Atlantic Financial Management's ETO Position: Q3 2021 in Review

Mid Atlantic Financial Management sold out of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) in Q3 2021, closing a stake of 7,337 shares — an estimated $215K sold.

Mid Atlantic Financial Management first reported a position in ETO in Q2 2020 and held it in 4 quarters. The position peaked at $286K in Q3 2020. 50 funds tracked by Wall St. Rank hold ETO as of Q3 2021.

Mid Atlantic Financial Management reported no remaining Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position as of Q3 2021 after selling out during the quarter.
Mid Atlantic Financial Management sold 7,337 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q3 2021, an estimated $215K.
Mid Atlantic Financial Management first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q2 2020 and held it in 4 quarters.
Mid Atlantic Financial Management's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $286K in Q3 2020.
50 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.