NFG
ETO

Next Financial Group’s Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund ETO Stock Holding History

Next Financial Group’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
2016
Q4 		– Sell
-1,009
Closed -$22K – 2414
2016
Q3 		$22K Buy
+1,009
New +$22.4K ﹤0.01% 1309

Other funds holding ETO

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
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

Next Financial Group's ETO Position: Q4 2016 in Review

Next Financial Group sold out of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) in Q4 2016, closing a stake of 1,009 shares — an estimated $22K sold.

Next Financial Group first reported a position in ETO in Q3 2016 and held it in 1 quarter. The position peaked at $22K in Q3 2016. 33 funds tracked by Wall St. Rank hold ETO as of Q4 2016.

  • Next Financial Group reported no remaining Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position as of Q4 2016 after selling out during the quarter.
  • Next Financial Group sold 1,009 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q4 2016, an estimated $22K.
  • Next Financial Group first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q3 2016 and held it in 1 quarter.
  • Next Financial Group's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $22K in Q3 2016.
  • 33 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q4 2016.

Based on Next Financial Group's 13F filing for Q4 2016, filed 2 Feb 2017.