SWP
ETG

ShoreHaven Wealth Partners’s Eaton Vance Tax-Advantaged Global Dividend Income Fund ETG Stock Holding History

ShoreHaven Wealth Partners’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
2021
Q2 		– Sell
-275
Closed -$5K – 121
2021
Q1 		$5K Buy
275
+4
+1% +$74 ﹤0.01% 221
2020
Q4 		$5K Buy
+271
New +$4.43K ﹤0.01% 193

Other funds holding ETG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

ShoreHaven Wealth Partners's ETG Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) in Q2 2021, closing a stake of 275 shares — an estimated $5K sold.

ShoreHaven Wealth Partners first reported a position in ETG in Q4 2020 and held it in 2 quarters. The position peaked at $5K in Q1 2021. 92 funds tracked by Wall St. Rank hold ETG as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining Eaton Vance Tax-Advantaged Global Dividend Income Fund position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 275 Eaton Vance Tax-Advantaged Global Dividend Income Fund shares in Q2 2021, an estimated $5K.
  • ShoreHaven Wealth Partners first reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund in Q4 2020 and held it in 2 quarters.
  • ShoreHaven Wealth Partners's Eaton Vance Tax-Advantaged Global Dividend Income Fund position peaked at $5K in Q1 2021.
  • 92 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.