SEI Investments
ETO

SEI Investments’s Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund ETO Stock Holding History

SEI Investments’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
2018
Q3 		– Sell
-2,000
Closed -$48K – 2737
2018
Q2 		$48K Hold
2,000
– – ﹤0.01% 2524
2018
Q1 		$50K Hold
2,000
– – ﹤0.01% 2352
2017
Q4 		$51K Buy
+2,000
New +$49.7K ﹤0.01% 2352

Other funds holding ETO

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PGWM
Parisi Gray Wealth Management Mendham, New Jersey $487M AUM 33.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SEI Investments's ETO Position: Q3 2018 in Review

SEI Investments sold out of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) in Q3 2018, closing a stake of 2,000 shares — an estimated $48K sold.

SEI Investments first reported a position in ETO in Q4 2017 and held it in 3 quarters. The position peaked at $51K in Q4 2017. 40 funds tracked by Wall St. Rank hold ETO as of Q3 2018.

  • SEI Investments reported no remaining Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position as of Q3 2018 after selling out during the quarter.
  • SEI Investments sold 2,000 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q3 2018, an estimated $48K.
  • SEI Investments first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q4 2017 and held it in 3 quarters.
  • SEI Investments's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $51K in Q4 2017.
  • 40 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q3 2018.

Based on SEI Investments's 13F filing for Q3 2018, filed 8 Nov 2018.