PWA
ETG

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

Phoenix Wealth 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
2021
Q4 		– Sell
-1,558
Closed -$33K – 193
2021
Q3 		$33K Hold
1,558
– – 0.02% 223
2021
Q2 		$33K Hold
1,558
– – 0.02% 215
2021
Q1 		$29K Hold
1,558
– – 0.02% 227
2020
Q4 		$28K Buy
+1,558
New +$25.5K 0.02% 229

Other funds holding ETG

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Phoenix Wealth Advisors's ETG Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) in Q4 2021, closing a stake of 1,558 shares — an estimated $33K sold.

Phoenix Wealth Advisors first reported a position in ETG in Q4 2020 and held it in 4 quarters. The position peaked at $33K in Q3 2021. 113 funds tracked by Wall St. Rank hold ETG as of Q4 2021.

  • Phoenix Wealth Advisors reported no remaining Eaton Vance Tax-Advantaged Global Dividend Income Fund position as of Q4 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 1,558 Eaton Vance Tax-Advantaged Global Dividend Income Fund shares in Q4 2021, an estimated $33K.
  • Phoenix Wealth Advisors first reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund in Q4 2020 and held it in 4 quarters.
  • Phoenix Wealth Advisors's Eaton Vance Tax-Advantaged Global Dividend Income Fund position peaked at $33K in Q3 2021.
  • 113 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.