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

Sugarloaf Wealth 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
2020 Q3	–	Sell	-934	Closed	-$19K	–	690
2020 Q2	$19K	Buy	934 +21	+2%	+$421	0.01%	355
2020 Q1	$16K	Buy	913 +22	+2%	+$516	0.01%	365
2019 Q4	$23K	Buy	+891	New	+$23.1K	0.01%	350

Other funds holding ETO

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

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PGWM

Parisi Gray Wealth Management Mendham, New Jersey $487M AUM 33.83% 1-Year Est. Return

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

LCM

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Sugarloaf Wealth Management's ETO Position: Q3 2020 in Review

Sugarloaf Wealth Management sold out of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) in Q3 2020, closing a stake of 934 shares — an estimated $19K sold.

Sugarloaf Wealth Management first reported a position in ETO in Q4 2019 and held it in 3 quarters. The position peaked at $23K in Q4 2019. 47 funds tracked by Wall St. Rank hold ETO as of Q3 2020.

Sugarloaf Wealth Management reported no remaining Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position as of Q3 2020 after selling out during the quarter.
Sugarloaf Wealth Management sold 934 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q3 2020, an estimated $19K.
Sugarloaf Wealth Management first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q4 2019 and held it in 3 quarters.
Sugarloaf Wealth Management's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $23K in Q4 2019.
47 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q3 2020.

Based on Sugarloaf Wealth Management's 13F filing for Q3 2020, filed 3 Nov 2020.