WAP
ETG

Wealthcare Advisory Partners’s Eaton Vance Tax-Advantaged Global Dividend Income Fund ETG Stock Holding History

Wealthcare Advisory Partners’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
2019
Q3 		– Sell
-825
Closed -$13K – 1361
2019
Q2 		$13K Buy
+825
New +$13K ﹤0.01% 841

Other funds holding ETG

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Bank of America
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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return

Wealthcare Advisory Partners's ETG Position: Q3 2019 in Review

Wealthcare Advisory Partners sold out of Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) in Q3 2019, closing a stake of 825 shares — an estimated $13K sold.

Wealthcare Advisory Partners first reported a position in ETG in Q2 2019 and held it in 1 quarter. The position peaked at $13K in Q2 2019. 79 funds tracked by Wall St. Rank hold ETG as of Q3 2019.

  • Wealthcare Advisory Partners reported no remaining Eaton Vance Tax-Advantaged Global Dividend Income Fund position as of Q3 2019 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 825 Eaton Vance Tax-Advantaged Global Dividend Income Fund shares in Q3 2019, an estimated $13K.
  • Wealthcare Advisory Partners first reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund in Q2 2019 and held it in 1 quarter.
  • Wealthcare Advisory Partners's Eaton Vance Tax-Advantaged Global Dividend Income Fund position peaked at $13K in Q2 2019.
  • 79 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Q3 2019.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2019, filed 17 Oct 2019.