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

SevenBridge Financial 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 Q3	–	Sell	-198	Closed	-$5K	–	273
2019 Q2	$5K	Hold	198	–	–	﹤0.01%	518
2019 Q1	$5K	Hold	198	–	–	﹤0.01%	485
2018 Q4	$4K	Sell	198 -131	-40%	-$2.85K	﹤0.01%	467
2018 Q3	$8K	Hold	329	–	–	﹤0.01%	437
2018 Q2	$8K	Buy	329 +131	+66%	+$3.33K	﹤0.01%	444
2018 Q1	$5K	Hold	198	–	–	﹤0.01%	498
2017 Q4	$5K	Buy	+198	New	+$4.92K	﹤0.01%	508
2017 Q3	–	Sell	-198	Closed	-$5K	–	626
2017 Q2	$5K	Hold	198	–	–	﹤0.01%	519
2017 Q1	$5K	Hold	198	–	–	﹤0.01%	501
2016 Q4	$4K	Buy	+198	New	+$4.09K	﹤0.01%	540
2016 Q3	–	Sell	-198	Closed	-$4K	–	632
2016 Q2	$4K	Buy	+198	New	+$4.26K	﹤0.01%	621

Other funds holding ETO

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

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

PGWM

Parisi Gray Wealth Management Mendham, New Jersey $487M AUM 33.83% 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

FWM

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

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

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

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

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

SevenBridge Financial Group sold out of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) in Q3 2019, closing a stake of 198 shares — an estimated $5K sold.

SevenBridge Financial Group first reported a position in ETO in Q2 2016 and held it in 11 quarters. The position peaked at $8K in Q3 2018. 44 funds tracked by Wall St. Rank hold ETO as of Q3 2019.

SevenBridge Financial Group reported no remaining Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position as of Q3 2019 after selling out during the quarter.
SevenBridge Financial Group sold 198 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q3 2019, an estimated $5K.
SevenBridge Financial Group first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q2 2016 and held it in 11 quarters.
SevenBridge Financial Group's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $8K in Q3 2018.
44 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q3 2019.

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