NPC
ETO

National Planning Corporation’s Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund ETO Stock Holding History

National Planning Corporation’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
2015
Q1 		– Sell
-100
Closed -$2.33K – 1068
2014
Q4 		$2.33K Buy
+100
New +$2.5K ﹤0.01% 2544

Other funds holding ETO

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return

National Planning Corporation's ETO Position: Q1 2015 in Review

National Planning Corporation sold out of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) in Q1 2015, closing a stake of 100 shares — an estimated $2.33K sold.

National Planning Corporation first reported a position in ETO in Q4 2014 and held it in 1 quarter. The position peaked at $2.33K in Q4 2014. 30 funds tracked by Wall St. Rank hold ETO as of Q1 2015.

  • National Planning Corporation reported no remaining Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 100 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q1 2015, an estimated $2.33K.
  • National Planning Corporation first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $2.33K in Q4 2014.
  • 30 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q1 2015.

Based on National Planning Corporation's 13F filing for Q1 2015, filed 12 May 2015.