WQ
ETG

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

Wealth Quarterback’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
2020
Q1 		– Sell
-455
Closed -$8.19K – 1018
2019
Q4 		$8.19K Buy
+455
New +$7.81K 0.01% 565

Other funds holding ETG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Wealth Quarterback's ETG Position: Q1 2020 in Review

Wealth Quarterback sold out of Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) in Q1 2020, closing a stake of 455 shares — an estimated $8.19K sold.

Wealth Quarterback first reported a position in ETG in Q4 2019 and held it in 1 quarter. The position peaked at $8.19K in Q4 2019. 87 funds tracked by Wall St. Rank hold ETG as of Q1 2020.

  • Wealth Quarterback reported no remaining Eaton Vance Tax-Advantaged Global Dividend Income Fund position as of Q1 2020 after selling out during the quarter.
  • Wealth Quarterback sold 455 Eaton Vance Tax-Advantaged Global Dividend Income Fund shares in Q1 2020, an estimated $8.19K.
  • Wealth Quarterback first reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund in Q4 2019 and held it in 1 quarter.
  • Wealth Quarterback's Eaton Vance Tax-Advantaged Global Dividend Income Fund position peaked at $8.19K in Q4 2019.
  • 87 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Q1 2020.

Based on Wealth Quarterback's 13F filing for Q1 2020, filed 14 May 2020.