TIM
ETO

Tortoise Investment Management’s Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund ETO Stock Holding History

Tortoise Investment Management’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
2016
Q3 		– Sell
-150
Closed -$3K – 456
2016
Q2 		$3K Buy
+150
New +$3.23K ﹤0.01% 420

Other funds holding ETO

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

Tortoise Investment Management's ETO Position: Q3 2016 in Review

Tortoise Investment Management sold out of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) in Q3 2016, closing a stake of 150 shares — an estimated $3K sold.

Tortoise Investment Management first reported a position in ETO in Q2 2016 and held it in 1 quarter. The position peaked at $3K in Q2 2016. 28 funds tracked by Wall St. Rank hold ETO as of Q3 2016.

  • Tortoise Investment Management reported no remaining Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position as of Q3 2016 after selling out during the quarter.
  • Tortoise Investment Management sold 150 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q3 2016, an estimated $3K.
  • Tortoise Investment Management first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q2 2016 and held it in 1 quarter.
  • Tortoise Investment Management's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $3K in Q2 2016.
  • 28 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q3 2016.

Based on Tortoise Investment Management's 13F filing for Q3 2016, filed 9 Nov 2016.