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

OneDigital Investment 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
2019 Q3	–	Sell	-750	Closed	-$12K	–	739
2019 Q2	$12K	Hold	750	–	–	﹤0.01%	910
2019 Q1	$12K	Hold	750	–	–	﹤0.01%	842
2018 Q4	$10K	Hold	750	–	–	﹤0.01%	847
2018 Q3	$13K	Hold	750	–	–	﹤0.01%	772
2018 Q2	$13K	Hold	750	–	–	﹤0.01%	962
2018 Q1	$13K	Hold	750	–	–	﹤0.01%	959
2017 Q4	$13K	Hold	750	–	–	﹤0.01%	917
2017 Q3	$13K	Hold	750	–	–	﹤0.01%	767
2017 Q2	$13K	Buy	+750	New	+$12.4K	﹤0.01%	882

Other funds holding ETG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return

OneDigital Investment Advisors's ETG Position: Q3 2019 in Review

OneDigital Investment Advisors sold out of Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) in Q3 2019, closing a stake of 750 shares — an estimated $12K sold.

OneDigital Investment Advisors first reported a position in ETG in Q2 2017 and held it in 9 quarters. The position peaked at $13K in Q3 2018. 79 funds tracked by Wall St. Rank hold ETG as of Q3 2019.

OneDigital Investment Advisors reported no remaining Eaton Vance Tax-Advantaged Global Dividend Income Fund position as of Q3 2019 after selling out during the quarter.
OneDigital Investment Advisors sold 750 Eaton Vance Tax-Advantaged Global Dividend Income Fund shares in Q3 2019, an estimated $12K.
OneDigital Investment Advisors first reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund in Q2 2017 and held it in 9 quarters.
OneDigital Investment Advisors's Eaton Vance Tax-Advantaged Global Dividend Income Fund position peaked at $13K in Q3 2018.
79 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Q3 2019.

Based on OneDigital Investment Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.