RFWA
ETG

RPg Family Wealth Advisory’s Eaton Vance Tax-Advantaged Global Dividend Income Fund ETG Stock Holding History

RPg Family Wealth Advisory’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
2022
Q2 		– Sell
-125
Closed -$2.57K – 145
2022
Q1 		$2.57K Buy
+125
New +$2.55K ﹤0.01% 328

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
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RPg Family Wealth Advisory's ETG Position: Q2 2022 in Review

RPg Family Wealth Advisory sold out of Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) in Q2 2022, closing a stake of 125 shares — an estimated $2.57K sold.

RPg Family Wealth Advisory first reported a position in ETG in Q1 2022 and held it in 1 quarter. The position peaked at $2.57K in Q1 2022. 98 funds tracked by Wall St. Rank hold ETG as of Q2 2022.

  • RPg Family Wealth Advisory reported no remaining Eaton Vance Tax-Advantaged Global Dividend Income Fund position as of Q2 2022 after selling out during the quarter.
  • RPg Family Wealth Advisory sold 125 Eaton Vance Tax-Advantaged Global Dividend Income Fund shares in Q2 2022, an estimated $2.57K.
  • RPg Family Wealth Advisory first reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund in Q1 2022 and held it in 1 quarter.
  • RPg Family Wealth Advisory's Eaton Vance Tax-Advantaged Global Dividend Income Fund position peaked at $2.57K in Q1 2022.
  • 98 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Q2 2022.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2022, filed 12 Aug 2022.