PP
ETO

Paloma Partners’s Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund ETO Stock Holding History

Paloma Partners’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
2014
Q1 		– Sell
-10,247
Closed -$251K – 777
2013
Q4 		$251K Buy
+10,247
New +$244K 0.01% 847

Other funds holding ETO

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 16.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Paloma Partners's ETO Position: Q1 2014 in Review

Paloma Partners sold out of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) in Q1 2014, closing a stake of 10,247 shares — an estimated $251K sold.

Paloma Partners first reported a position in ETO in Q4 2013 and held it in 1 quarter. The position peaked at $251K in Q4 2013. 40 funds tracked by Wall St. Rank hold ETO as of Q1 2014.

  • Paloma Partners reported no remaining Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position as of Q1 2014 after selling out during the quarter.
  • Paloma Partners sold 10,247 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q1 2014, an estimated $251K.
  • Paloma Partners first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q4 2013 and held it in 1 quarter.
  • Paloma Partners's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $251K in Q4 2013.
  • 40 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q1 2014.

Based on Paloma Partners's 13F filing for Q1 2014, filed 15 May 2014.