Plante Moran Financial Advisors’s Eaton Vance Tax-Advantaged Global Dividend Income Fund ETG Stock Holding History

Plante Moran Financial 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
2023 Q2	–	Sell	-453	Closed	-$7.32K	–	817
2023 Q1	$7.32K	Buy	+453	New	+$7.26K	﹤0.01%	607
2019 Q2	–	Sell	-126	Closed	-$2K	–	792
2019 Q1	$2K	Buy	+126	New	+$1.9K	﹤0.01%	712

Other funds holding ETG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

SFS

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

Plante Moran Financial Advisors's ETG Position: Q2 2023 in Review

Plante Moran Financial Advisors sold out of Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) in Q2 2023, closing a stake of 453 shares — an estimated $7.32K sold.

Plante Moran Financial Advisors first reported a position in ETG in Q1 2019 and held it in 2 quarters. The position peaked at $7.32K in Q1 2023. 98 funds tracked by Wall St. Rank hold ETG as of Q2 2023.

Plante Moran Financial Advisors reported no remaining Eaton Vance Tax-Advantaged Global Dividend Income Fund position as of Q2 2023 after selling out during the quarter.
Plante Moran Financial Advisors sold 453 Eaton Vance Tax-Advantaged Global Dividend Income Fund shares in Q2 2023, an estimated $7.32K.
Plante Moran Financial Advisors first reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund in Q1 2019 and held it in 2 quarters.
Plante Moran Financial Advisors's Eaton Vance Tax-Advantaged Global Dividend Income Fund position peaked at $7.32K in Q1 2023.
98 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Q2 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.