TD Capital Management’s Eaton Vance Tax-Advantaged Global Dividend Income Fund ETG Stock Holding History

TD Capital Management’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
2025 Q3	–	Sell	-953	Closed	-$20K	–	700
2025 Q2	$20K	Hold	953	–	–	﹤0.01%	317
2025 Q1	$17.4K	Buy	+953	New	+$17.8K	﹤0.01%	264
2016 Q3	–	Sell	-367	Closed	-$5K	–	163
2016 Q2	$5K	Buy	+367	New	+$5.34K	﹤0.01%	136

Other funds holding ETG

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

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

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

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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

HBCM

Heron Bay Capital Management Bloomfield Hills, Michigan $1.08B AUM 7.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TD Capital Management's ETG Position: Q3 2025 in Review

TD Capital Management sold out of Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) in Q3 2025, closing a stake of 953 shares — an estimated $20K sold.

TD Capital Management first reported a position in ETG in Q2 2016 and held it in 3 quarters. The position peaked at $20K in Q2 2025. 111 funds tracked by Wall St. Rank hold ETG as of Q3 2025.

TD Capital Management reported no remaining Eaton Vance Tax-Advantaged Global Dividend Income Fund position as of Q3 2025 after selling out during the quarter.
TD Capital Management sold 953 Eaton Vance Tax-Advantaged Global Dividend Income Fund shares in Q3 2025, an estimated $20K.
TD Capital Management first reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund in Q2 2016 and held it in 3 quarters.
TD Capital Management's Eaton Vance Tax-Advantaged Global Dividend Income Fund position peaked at $20K in Q2 2025.
111 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Q3 2025.

Based on TD Capital Management's 13F filing for Q3 2025, filed 24 Nov 2025.