SSG
ETO

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

Summit Securities 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
2014
Q3 		– Sell
-100
Closed -$3K – 734
2014
Q2 		$3K Buy
+100
New +$2.48K ﹤0.01% 470

Other funds holding ETO

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Summit Securities Group's ETO Position: Q3 2014 in Review

Summit Securities Group sold out of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) in Q3 2014, closing a stake of 100 shares — an estimated $3K sold.

Summit Securities Group first reported a position in ETO in Q2 2014 and held it in 1 quarter. The position peaked at $3K in Q2 2014. 37 funds tracked by Wall St. Rank hold ETO as of Q3 2014.

  • Summit Securities Group reported no remaining Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position as of Q3 2014 after selling out during the quarter.
  • Summit Securities Group sold 100 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q3 2014, an estimated $3K.
  • Summit Securities Group first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q2 2014 and held it in 1 quarter.
  • Summit Securities Group's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $3K in Q2 2014.
  • 37 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q3 2014.

Based on Summit Securities Group's 13F filing for Q3 2014, filed 13 Nov 2014.