SevenBridge Financial Group’s Eaton Vance Tax-Advantaged Global Dividend Income Fund ETG Stock Holding History

SevenBridge Financial Group’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
2019 Q3	–	Sell	-1,431	Closed	-$23K	–	271
2019 Q2	$23K	Hold	1,431	–	–	0.01%	368
2019 Q1	$22K	Hold	1,431	–	–	0.01%	334
2018 Q4	$19K	Sell	1,431 -267	-16%	-$4.13K	0.01%	309
2018 Q3	$30K	Hold	1,698	–	–	0.02%	290
2018 Q2	$29K	Buy	1,698 +267	+19%	+$4.54K	0.02%	300
2018 Q1	$24K	Hold	1,431	–	–	0.01%	327
2017 Q4	$25K	Buy	+1,431	New	+$24.7K	0.01%	345
2017 Q3	–	Sell	-1,431	Closed	-$24K	–	625
2017 Q2	$24K	Hold	1,431	–	–	0.01%	362
2017 Q1	$22K	Hold	1,431	–	–	0.01%	359
2016 Q4	$21K	Buy	+1,431	New	+$20.4K	0.02%	359
2016 Q3	–	Sell	-1,431	Closed	-$21K	–	630
2016 Q2	$21K	Buy	+1,431	New	+$20.8K	0.01%	404

Other funds holding ETG

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

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

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

AAM

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

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

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return

SevenBridge Financial Group's ETG Position: Q3 2019 in Review

SevenBridge Financial Group sold out of Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) in Q3 2019, closing a stake of 1,431 shares — an estimated $23K sold.

SevenBridge Financial Group first reported a position in ETG in Q2 2016 and held it in 11 quarters. The position peaked at $30K in Q3 2018. 79 funds tracked by Wall St. Rank hold ETG as of Q3 2019.

SevenBridge Financial Group reported no remaining Eaton Vance Tax-Advantaged Global Dividend Income Fund position as of Q3 2019 after selling out during the quarter.
SevenBridge Financial Group sold 1,431 Eaton Vance Tax-Advantaged Global Dividend Income Fund shares in Q3 2019, an estimated $23K.
SevenBridge Financial Group first reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund in Q2 2016 and held it in 11 quarters.
SevenBridge Financial Group's Eaton Vance Tax-Advantaged Global Dividend Income Fund position peaked at $30K in Q3 2018.
79 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.