Syverson Strege & Co’s Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund ETO Stock Holding History

Syverson Strege & Co’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	-1,951	Closed	-$63K	–	312
2021 Q4	$63K	Hold	1,951	–	–	0.05%	120
2021 Q3	$59K	Hold	1,951	–	–	0.05%	128
2021 Q2	$57K	Buy	1,951 +791	+68%	+$22.7K	0.05%	122
2021 Q1	$30K	Hold	1,160	–	–	0.03%	149
2020 Q4	$29K	Buy	+1,160	New	+$26.5K	0.03%	142

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

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

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

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

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

Syverson Strege & Co's ETO Position: Q1 2022 in Review

Syverson Strege & Co sold out of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) in Q1 2022, closing a stake of 1,951 shares — an estimated $63K sold.

Syverson Strege & Co first reported a position in ETO in Q4 2020 and held it in 5 quarters. The position peaked at $63K in Q4 2021. 49 funds tracked by Wall St. Rank hold ETO as of Q1 2022.

Syverson Strege & Co reported no remaining Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position as of Q1 2022 after selling out during the quarter.
Syverson Strege & Co sold 1,951 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q1 2022, an estimated $63K.
Syverson Strege & Co first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q4 2020 and held it in 5 quarters.
Syverson Strege & Co's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $63K 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 Syverson Strege & Co's 13F filing for Q1 2022, filed 13 Apr 2022.