North Star Investment Management’s Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund ETO Stock Holding History

North Star Investment Management’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
2018 Q4	–	Sell	-1,037	Closed	-$26K	–	1061
2018 Q3	$26K	Hold	1,037	–	–	﹤0.01%	687
2018 Q2	$25K	Hold	1,037	–	–	﹤0.01%	699
2018 Q1	$26K	Hold	1,037	–	–	﹤0.01%	686
2017 Q4	$26K	Hold	1,037	–	–	﹤0.01%	674
2017 Q3	$25K	Hold	1,037	–	–	﹤0.01%	677
2017 Q2	$25K	Hold	1,037	–	–	﹤0.01%	668
2017 Q1	$24K	Hold	1,037	–	–	﹤0.01%	655
2016 Q4	$22K	Hold	1,037	–	–	﹤0.01%	624
2016 Q3	$22K	Hold	1,037	–	–	﹤0.01%	532
2016 Q2	$22K	Hold	1,037	–	–	﹤0.01%	519
2016 Q1	$22K	Buy	1,037 +27	+3%	+$541	﹤0.01%	492
2015 Q4	$22K	Buy	+1,010	New	+$22.3K	﹤0.01%	489
2014 Q3	–	Sell	-851	Closed	-$22K	–	645
2014 Q2	$22K	Buy	+851	New	+$21.1K	﹤0.01%	475

Other funds holding ETO

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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

PGWM

Parisi Gray Wealth Management Mendham, New Jersey $487M AUM 33.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

North Star Investment Management's ETO Position: Q4 2018 in Review

North Star Investment Management sold out of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) in Q4 2018, closing a stake of 1,037 shares — an estimated $26K sold.

North Star Investment Management first reported a position in ETO in Q2 2014 and held it in 13 quarters. The position peaked at $26K in Q3 2018. 36 funds tracked by Wall St. Rank hold ETO as of Q4 2018.

North Star Investment Management reported no remaining Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position as of Q4 2018 after selling out during the quarter.
North Star Investment Management sold 1,037 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q4 2018, an estimated $26K.
North Star Investment Management first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q2 2014 and held it in 13 quarters.
North Star Investment Management's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $26K in Q3 2018.
36 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q4 2018.

Based on North Star Investment Management's 13F filing for Q4 2018, filed 7 Jan 2019.