Princeton Global Asset Management’s Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund ETO Stock Holding History

Princeton Global Asset Management’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
2022 Q4	–	Sell	-833	Closed	-$17.9K	–	558
2022 Q3	$17K	Buy	833 +6	+0.7%	+$146	0.01%	338
2022 Q2	$18K	Hold	827	–	–	0.01%	341
2022 Q1	$25K	Hold	827	–	–	0.01%	336
2021 Q4	$27K	Hold	827	–	–	0.01%	308
2021 Q3	$25K	Hold	827	–	–	0.01%	318
2021 Q2	$24K	Hold	827	–	–	0.01%	333
2021 Q1	$22K	Hold	827	–	–	0.01%	319
2020 Q4	$21K	Hold	827	–	–	0.01%	323
2020 Q3	$17K	Hold	827	–	–	0.01%	304
2020 Q2	$17K	Hold	827	–	–	0.01%	367
2020 Q1	$15K	Hold	827	–	–	0.01%	337
2019 Q4	$21	Hold	827	–	–	0.01%	330
2019 Q3	$21K	Hold	827	–	–	0.01%	263
2019 Q2	$20K	Buy	+827	New	+$19.8K	0.01%	286

Other funds holding ETO

AAM

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

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

FAM

Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

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

Princeton Global Asset Management's ETO Position: Q4 2022 in Review

Princeton Global Asset Management sold out of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) in Q4 2022, closing a stake of 833 shares — an estimated $17.9K sold.

Princeton Global Asset Management first reported a position in ETO in Q2 2019 and held it in 14 quarters. The position peaked at $27K in Q4 2021. 50 funds tracked by Wall St. Rank hold ETO as of Q4 2022.

Princeton Global Asset Management reported no remaining Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position as of Q4 2022 after selling out during the quarter.
Princeton Global Asset Management sold 833 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q4 2022, an estimated $17.9K.
Princeton Global Asset Management first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q2 2019 and held it in 14 quarters.
Princeton Global Asset Management's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $27K in Q4 2021.
50 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q4 2022.

Based on Princeton Global Asset Management's 13F filing for Q4 2022, filed 6 Feb 2023.