TSMHT
ETO

Thurston Springer Miller Herd & Titak’s Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund ETO Stock Holding History

Thurston Springer Miller Herd & Titak’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
2025
Q1 		– Sell
-850
Closed -$21.5K – 1711
2024
Q4 		$21.5K Hold
850
– – ﹤0.01% 711
2024
Q3 		$22.6K Buy
+850
New +$21.8K 0.01% 787

Other funds holding ETO

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Thurston Springer Miller Herd & Titak's ETO Position: Q1 2025 in Review

Thurston Springer Miller Herd & Titak sold out of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) in Q1 2025, closing a stake of 850 shares — an estimated $21.5K sold.

Thurston Springer Miller Herd & Titak first reported a position in ETO in Q3 2024 and held it in 2 quarters. The position peaked at $22.6K in Q3 2024. 57 funds tracked by Wall St. Rank hold ETO as of Q1 2025.

  • Thurston Springer Miller Herd & Titak reported no remaining Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position as of Q1 2025 after selling out during the quarter.
  • Thurston Springer Miller Herd & Titak sold 850 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q1 2025, an estimated $21.5K.
  • Thurston Springer Miller Herd & Titak first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q3 2024 and held it in 2 quarters.
  • Thurston Springer Miller Herd & Titak's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $22.6K in Q3 2024.
  • 57 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q1 2025.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q1 2025, filed 10 Apr 2025.