SIG
ETO

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

Stonegate Investment 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
2022
Q3 		– Sell
-11,072
Closed -$245K – 329
2022
Q2 		$245K Sell
11,072
-2,228
-17% -$55.5K 0.01% 253
2022
Q1 		$401K Sell
13,300
-6,650
-33% -$198K 0.01% 182
2021
Q4 		$649K Buy
+19,950
New +$633K 0.03% 158

Other funds holding ETO

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stonegate Investment Group's ETO Position: Q3 2022 in Review

Stonegate Investment Group sold out of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) in Q3 2022, closing a stake of 11,072 shares — an estimated $245K sold.

Stonegate Investment Group first reported a position in ETO in Q4 2021 and held it in 3 quarters. The position peaked at $649K in Q4 2021. 46 funds tracked by Wall St. Rank hold ETO as of Q3 2022.

  • Stonegate Investment Group reported no remaining Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position as of Q3 2022 after selling out during the quarter.
  • Stonegate Investment Group sold 11,072 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q3 2022, an estimated $245K.
  • Stonegate Investment Group first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q4 2021 and held it in 3 quarters.
  • Stonegate Investment Group's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $649K in Q4 2021.
  • 46 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q3 2022.

Based on Stonegate Investment Group's 13F filing for Q3 2022, filed 28 Oct 2022.