TSWM
ETG

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

Triangle Securities 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
2013
Q3 		– Sell
-400
Closed -$6K – 202
2013
Q2 		$6K Buy
+400
New +$6.29K ﹤0.01% 473

Other funds holding ETG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return

Triangle Securities Wealth Management's ETG Position: Q3 2013 in Review

Triangle Securities Wealth Management sold out of Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) in Q3 2013, closing a stake of 400 shares — an estimated $6K sold.

Triangle Securities Wealth Management first reported a position in ETG in Q2 2013 and held it in 1 quarter. The position peaked at $6K in Q2 2013. 55 funds tracked by Wall St. Rank hold ETG as of Q3 2013.

  • Triangle Securities Wealth Management reported no remaining Eaton Vance Tax-Advantaged Global Dividend Income Fund position as of Q3 2013 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 400 Eaton Vance Tax-Advantaged Global Dividend Income Fund shares in Q3 2013, an estimated $6K.
  • Triangle Securities Wealth Management first reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund in Q2 2013 and held it in 1 quarter.
  • Triangle Securities Wealth Management's Eaton Vance Tax-Advantaged Global Dividend Income Fund position peaked at $6K in Q2 2013.
  • 55 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Q3 2013.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2013, filed 8 Oct 2013.