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

Tradition Wealth 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
2022 Q4	–	Sell	-435	Closed	-$7K	–	1175
2022 Q3	$7K	Sell	435 -65	-13%	-$1.12K	﹤0.01%	1001
2022 Q2	$8K	Hold	500	–	–	﹤0.01%	868
2022 Q1	$10K	Hold	500	–	–	﹤0.01%	899
2021 Q4	$11K	Hold	500	–	–	﹤0.01%	891
2021 Q3	$11K	Hold	500	–	–	﹤0.01%	886
2021 Q2	$11K	Buy	+500	New	+$10.2K	﹤0.01%	922
2021 Q1	–	Sell	-500	Closed	-$9K	–	865
2020 Q4	$9K	Buy	+500	New	+$8.18K	﹤0.01%	759

Other funds holding ETG

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

KIM

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

MGAM

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

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

Tradition Wealth Management's ETG Position: Q4 2022 in Review

Tradition Wealth Management sold out of Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) in Q4 2022, closing a stake of 435 shares — an estimated $7K sold.

Tradition Wealth Management first reported a position in ETG in Q4 2020 and held it in 7 quarters. The position peaked at $11K in Q4 2021. 110 funds tracked by Wall St. Rank hold ETG as of Q4 2022.

Tradition Wealth Management reported no remaining Eaton Vance Tax-Advantaged Global Dividend Income Fund position as of Q4 2022 after selling out during the quarter.
Tradition Wealth Management sold 435 Eaton Vance Tax-Advantaged Global Dividend Income Fund shares in Q4 2022, an estimated $7K.
Tradition Wealth Management first reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund in Q4 2020 and held it in 7 quarters.
Tradition Wealth Management's Eaton Vance Tax-Advantaged Global Dividend Income Fund position peaked at $11K in Q4 2021.
110 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Q4 2022.

Based on Tradition Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.