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

Patriot Financial Group Insurance Agency’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 Q2	–	Sell	-14,574	Closed	-$363K	–	681
2018 Q1	$363K	Buy	14,574 +1,859	+15%	+$47.2K	0.27%	79
2017 Q4	$327K	Sell	12,715 -2,491	-16%	-$61.9K	0.24%	84
2017 Q3	$378K	Sell	15,206 -644	-4%	-$15.7K	0.34%	62
2017 Q2	$391K	Hold	15,850	–	–	0.41%	50
2017 Q1	$355K	Buy	15,850 +950	+6%	+$21.3K	0.37%	51
2016 Q4	$322K	Buy	+14,900	New	+$308K	0.44%	44

Other funds holding ETO

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

PGWM

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency's ETO Position: Q2 2018 in Review

Patriot Financial Group Insurance Agency sold out of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) in Q2 2018, closing a stake of 14,574 shares — an estimated $363K sold.

Patriot Financial Group Insurance Agency first reported a position in ETO in Q4 2016 and held it in 6 quarters. The position peaked at $391K in Q2 2017. 40 funds tracked by Wall St. Rank hold ETO as of Q2 2018.

Patriot Financial Group Insurance Agency reported no remaining Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position as of Q2 2018 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 14,574 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q2 2018, an estimated $363K.
Patriot Financial Group Insurance Agency first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q4 2016 and held it in 6 quarters.
Patriot Financial Group Insurance Agency's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $391K in Q2 2017.
40 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q2 2018.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2018, filed 14 Aug 2018.