SAM
ETO

Strategic Asset Management’s Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund ETO Stock Holding History

Strategic Asset Management’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
Q1 		– Sell
-50
Closed -$2K – 532
2021
Q4 		$2K Hold
50
– – ﹤0.01% 469
2021
Q3 		$2K Buy
+50
New +$1.55K ﹤0.01% 434

Other funds holding ETO

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 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
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Strategic Asset Management's ETO Position: Q1 2022 in Review

Strategic Asset Management sold out of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) in Q1 2022, closing a stake of 50 shares — an estimated $2K sold.

Strategic Asset Management first reported a position in ETO in Q3 2021 and held it in 2 quarters. The position peaked at $2K in Q4 2021. 49 funds tracked by Wall St. Rank hold ETO as of Q1 2022.

  • Strategic Asset Management reported no remaining Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position as of Q1 2022 after selling out during the quarter.
  • Strategic Asset Management sold 50 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q1 2022, an estimated $2K.
  • Strategic Asset Management first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q3 2021 and held it in 2 quarters.
  • Strategic Asset Management's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $2K in Q4 2021.
  • 49 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q1 2022.

Based on Strategic Asset Management's 13F filing for Q1 2022, filed 20 Apr 2022.