TSW
ETO

Thompson Siegel & Walmsley’s Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund ETO Stock Holding History

Thompson Siegel & Walmsley’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
2015
Q1 		– Sell
-455
Closed -$11K – 702
2014
Q4 		$11K Buy
+455
New +$11.4K ﹤0.01% 619

Other funds holding ETO

AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $1.54B AUM 30.1% 1-Year Est. Return

Thompson Siegel & Walmsley's ETO Position: Q1 2015 in Review

Thompson Siegel & Walmsley sold out of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) in Q1 2015, closing a stake of 455 shares — an estimated $11K sold.

Thompson Siegel & Walmsley first reported a position in ETO in Q4 2014 and held it in 1 quarter. The position peaked at $11K in Q4 2014. 30 funds tracked by Wall St. Rank hold ETO as of Q1 2015.

  • Thompson Siegel & Walmsley reported no remaining Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position as of Q1 2015 after selling out during the quarter.
  • Thompson Siegel & Walmsley sold 455 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q1 2015, an estimated $11K.
  • Thompson Siegel & Walmsley first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q4 2014 and held it in 1 quarter.
  • Thompson Siegel & Walmsley's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $11K in Q4 2014.
  • 30 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q1 2015.

Based on Thompson Siegel & Walmsley's 13F filing for Q1 2015, filed 13 May 2015.