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

Sonora Investment Management’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 Q3	$37K	Buy	+1,755	New	+$37.8K	﹤0.01%	487

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

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

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

PAIM

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

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

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

Sonora Investment Management's ETG Position: Q3 2021 in Review

Sonora Investment Management opened a new position in Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) in Q3 2021: 1,755 shares worth $37K. The stake represents ﹤0.01% of the portfolio and ranks #487 among its holdings.

100 funds tracked by Wall St. Rank hold ETG as of Q3 2021.

Sonora Investment Management held 1,755 shares of Eaton Vance Tax-Advantaged Global Dividend Income Fund worth $37K as of Q3 2021.
Eaton Vance Tax-Advantaged Global Dividend Income Fund was a new Sonora Investment Management position in Q3 2021.
Eaton Vance Tax-Advantaged Global Dividend Income Fund made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #487 holding.
100 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.