NRG
ETG

Nemes Rush Group’s Eaton Vance Tax-Advantaged Global Dividend Income Fund ETG Stock Holding History

Nemes Rush Group’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
2024
Q4 		– Sell
-571
Closed -$10.4K – 750
2024
Q3 		$10.4K Buy
+571
New +$10.7K ﹤0.01% 396
2024
Q2 		– Sell
-571
Closed -$10.4K – 628
2024
Q1 		$10.4K Hold
571
– – ﹤0.01% 432
2023
Q4 		$9.77K Buy
+571
New +$9.06K ﹤0.01% 426

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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Nemes Rush Group's ETG Position: Q4 2024 in Review

Nemes Rush Group sold out of Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) in Q4 2024, closing a stake of 571 shares — an estimated $10.4K sold.

Nemes Rush Group first reported a position in ETG in Q4 2023 and held it in 3 quarters. The position peaked at $10.4K in Q3 2024. 96 funds tracked by Wall St. Rank hold ETG as of Q4 2024.

  • Nemes Rush Group reported no remaining Eaton Vance Tax-Advantaged Global Dividend Income Fund position as of Q4 2024 after selling out during the quarter.
  • Nemes Rush Group sold 571 Eaton Vance Tax-Advantaged Global Dividend Income Fund shares in Q4 2024, an estimated $10.4K.
  • Nemes Rush Group first reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund in Q4 2023 and held it in 3 quarters.
  • Nemes Rush Group's Eaton Vance Tax-Advantaged Global Dividend Income Fund position peaked at $10.4K in Q3 2024.
  • 96 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Q4 2024.

Based on Nemes Rush Group's 13F filing for Q4 2024, filed 12 Feb 2025.