SIC
ETG

Samalin Investment Counsel’s Eaton Vance Tax-Advantaged Global Dividend Income Fund ETG Stock Holding History

Samalin Investment Counsel’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
2020
Q1 		– Sell
-2,000
Closed -$36K – 250
2019
Q4 		$36K Buy
+2,000
New +$34.3K 0.03% 318

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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Samalin Investment Counsel's ETG Position: Q1 2020 in Review

Samalin Investment Counsel sold out of Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) in Q1 2020, closing a stake of 2,000 shares — an estimated $36K sold.

Samalin Investment Counsel first reported a position in ETG in Q4 2019 and held it in 1 quarter. The position peaked at $36K in Q4 2019. 87 funds tracked by Wall St. Rank hold ETG as of Q1 2020.

  • Samalin Investment Counsel reported no remaining Eaton Vance Tax-Advantaged Global Dividend Income Fund position as of Q1 2020 after selling out during the quarter.
  • Samalin Investment Counsel sold 2,000 Eaton Vance Tax-Advantaged Global Dividend Income Fund shares in Q1 2020, an estimated $36K.
  • Samalin Investment Counsel first reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund in Q4 2019 and held it in 1 quarter.
  • Samalin Investment Counsel's Eaton Vance Tax-Advantaged Global Dividend Income Fund position peaked at $36K in Q4 2019.
  • 87 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Q1 2020.

Based on Samalin Investment Counsel's 13F filing for Q1 2020, filed 4 May 2020.