Money Concepts Capital’s Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund ETO Stock Holding History

Money Concepts Capital’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 Q1	–	Sell	-1,684	Closed	-$35.3K	–	1222
2022 Q4	$35.3K	Buy	+1,684	New	+$36.1K	﹤0.01%	1385
2022 Q2	–	Sell	-1,484	Closed	-$45K	–	1783
2022 Q1	$45K	Buy	+1,484	New	+$44.1K	﹤0.01%	1276

Other funds holding ETO

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

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

1CP

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

Money Concepts Capital's ETO Position: Q1 2023 in Review

Money Concepts Capital sold out of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) in Q1 2023, closing a stake of 1,684 shares — an estimated $35.3K sold.

Money Concepts Capital first reported a position in ETO in Q1 2022 and held it in 2 quarters. The position peaked at $45K in Q1 2022. 52 funds tracked by Wall St. Rank hold ETO as of Q1 2023.

Money Concepts Capital reported no remaining Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 1,684 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q1 2023, an estimated $35.3K.
Money Concepts Capital first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q1 2022 and held it in 2 quarters.
Money Concepts Capital's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $45K in Q1 2022.
52 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.