TFO
ETG

Tarbox Family Office’s Eaton Vance Tax-Advantaged Global Dividend Income Fund ETG Stock Holding History

Tarbox Family Office’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
2017
Q2 		– Sell
-2,000
Closed -$31K – 587
2017
Q1 		$31K Buy
+2,000
New +$30.4K 0.02% 167

Other funds holding ETG

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 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
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Tarbox Family Office's ETG Position: Q2 2017 in Review

Tarbox Family Office sold out of Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) in Q2 2017, closing a stake of 2,000 shares — an estimated $31K sold.

Tarbox Family Office first reported a position in ETG in Q1 2017 and held it in 1 quarter. The position peaked at $31K in Q1 2017. 71 funds tracked by Wall St. Rank hold ETG as of Q2 2017.

  • Tarbox Family Office reported no remaining Eaton Vance Tax-Advantaged Global Dividend Income Fund position as of Q2 2017 after selling out during the quarter.
  • Tarbox Family Office sold 2,000 Eaton Vance Tax-Advantaged Global Dividend Income Fund shares in Q2 2017, an estimated $31K.
  • Tarbox Family Office first reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund in Q1 2017 and held it in 1 quarter.
  • Tarbox Family Office's Eaton Vance Tax-Advantaged Global Dividend Income Fund position peaked at $31K in Q1 2017.
  • 71 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Q2 2017.

Based on Tarbox Family Office's 13F filing for Q2 2017, filed 19 Jul 2017.