SS
ETG

Sunbelt Securities’s Eaton Vance Tax-Advantaged Global Dividend Income Fund ETG Stock Holding History

Sunbelt Securities’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
2023
Q3 		– Sell
-550
Closed -$9.19K – 1781
2023
Q2 		$9.19K Hold
550
– – ﹤0.01% 1193
2023
Q1 		$8.7K Buy
+550
New +$8.81K ﹤0.01% 1171

Other funds holding ETG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sunbelt Securities's ETG Position: Q3 2023 in Review

Sunbelt Securities sold out of Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) in Q3 2023, closing a stake of 550 shares — an estimated $9.19K sold.

Sunbelt Securities first reported a position in ETG in Q1 2023 and held it in 2 quarters. The position peaked at $9.19K in Q2 2023. 95 funds tracked by Wall St. Rank hold ETG as of Q3 2023.

  • Sunbelt Securities reported no remaining Eaton Vance Tax-Advantaged Global Dividend Income Fund position as of Q3 2023 after selling out during the quarter.
  • Sunbelt Securities sold 550 Eaton Vance Tax-Advantaged Global Dividend Income Fund shares in Q3 2023, an estimated $9.19K.
  • Sunbelt Securities first reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund in Q1 2023 and held it in 2 quarters.
  • Sunbelt Securities's Eaton Vance Tax-Advantaged Global Dividend Income Fund position peaked at $9.19K in Q2 2023.
  • 95 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Q3 2023.

Based on Sunbelt Securities's 13F filing for Q3 2023, filed 11 Dec 2023.