Quad-Cities Investment Group’s Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund ETO Stock Holding History

Quad-Cities Investment Group’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
2019 Q4	–	Sell	-1,673	Closed	-$42K	–	314
2019 Q3	$42K	Buy	1,673 +36	+2%	+$902	0.04%	360
2019 Q2	$40K	Buy	1,637 +37	+2%	+$884	0.03%	370
2019 Q1	$38K	Buy	1,600 +40	+3%	+$893	0.03%	375
2018 Q4	$29K	Buy	1,560 +37	+2%	+$804	0.03%	413
2018 Q3	$39K	Buy	1,523 +33	+2%	+$833	0.03%	397
2018 Q2	$36K	Buy	+1,490	New	+$37.8K	0.03%	409

Other funds holding ETO

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

PGWM

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

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

FWM

Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

RJA

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Quad-Cities Investment Group's ETO Position: Q4 2019 in Review

Quad-Cities Investment Group sold out of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) in Q4 2019, closing a stake of 1,673 shares — an estimated $42K sold.

Quad-Cities Investment Group first reported a position in ETO in Q2 2018 and held it in 6 quarters. The position peaked at $42K in Q3 2019. 43 funds tracked by Wall St. Rank hold ETO as of Q4 2019.

Quad-Cities Investment Group reported no remaining Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position as of Q4 2019 after selling out during the quarter.
Quad-Cities Investment Group sold 1,673 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q4 2019, an estimated $42K.
Quad-Cities Investment Group first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q2 2018 and held it in 6 quarters.
Quad-Cities Investment Group's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $42K in Q3 2019.
43 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q4 2019.

Based on Quad-Cities Investment Group's 13F filing for Q4 2019, filed 28 Jan 2020.