TrustCore Financial Services’s Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund ETO Stock Holding History

TrustCore Financial Services’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
2022 Q1	–	Sell	-570	Closed	-$19K	–	1046
2021 Q4	$19K	Buy	+570	New	+$18.1K	﹤0.01%	612
2020 Q3	–	Sell	-120	Closed	-$2K	–	860
2020 Q2	$2K	Buy	+120	New	+$2.41K	﹤0.01%	797

Other funds holding ETO

AAM

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

AIP

Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

FAM

Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

TrustCore Financial Services's ETO Position: Q1 2022 in Review

TrustCore Financial Services sold out of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) in Q1 2022, closing a stake of 570 shares — an estimated $19K sold.

TrustCore Financial Services first reported a position in ETO in Q2 2020 and held it in 2 quarters. The position peaked at $19K in Q4 2021. 49 funds tracked by Wall St. Rank hold ETO as of Q1 2022.

TrustCore Financial Services reported no remaining Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position as of Q1 2022 after selling out during the quarter.
TrustCore Financial Services sold 570 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q1 2022, an estimated $19K.
TrustCore Financial Services first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q2 2020 and held it in 2 quarters.
TrustCore Financial Services's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $19K in Q4 2021.
49 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q1 2022.

Based on TrustCore Financial Services's 13F filing for Q1 2022, filed 9 May 2022.