MA
ETG

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

Mutual 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
2018
Q4 		– Sell
-16,108
Closed -$288K – 446
2018
Q3 		$288K Buy
16,108
+862
+6% +$15.3K 0.04% 374
2018
Q2 		$259K Buy
15,246
+5,002
+49% +$85.1K 0.06% 359
2018
Q1 		$171K Buy
+10,244
New +$177K 0.04% 383

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Mutual Advisors's ETG Position: Q4 2018 in Review

Mutual Advisors sold out of Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) in Q4 2018, closing a stake of 16,108 shares — an estimated $288K sold.

Mutual Advisors first reported a position in ETG in Q1 2018 and held it in 3 quarters. The position peaked at $288K in Q3 2018. 95 funds tracked by Wall St. Rank hold ETG as of Q4 2018.

  • Mutual Advisors reported no remaining Eaton Vance Tax-Advantaged Global Dividend Income Fund position as of Q4 2018 after selling out during the quarter.
  • Mutual Advisors sold 16,108 Eaton Vance Tax-Advantaged Global Dividend Income Fund shares in Q4 2018, an estimated $288K.
  • Mutual Advisors first reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund in Q1 2018 and held it in 3 quarters.
  • Mutual Advisors's Eaton Vance Tax-Advantaged Global Dividend Income Fund position peaked at $288K in Q3 2018.
  • 95 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Q4 2018.

Based on Mutual Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.