W
ETG

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

Wealthfront’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
2015
Q4 		– Sell
-7
Closed – – 512
2015
Q3 		$0 Buy
+7
New +$113 ﹤0.01% 1286

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return

Wealthfront's ETG Position: Q4 2015 in Review

Wealthfront sold out of Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) in Q4 2015, closing a stake of 7 shares.

Wealthfront first reported a position in ETG in Q3 2015 and held it in 1 quarter. The position peaked at $0 in Q3 2015. 72 funds tracked by Wall St. Rank hold ETG as of Q4 2015.

  • Wealthfront reported no remaining Eaton Vance Tax-Advantaged Global Dividend Income Fund position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 7 Eaton Vance Tax-Advantaged Global Dividend Income Fund shares in Q4 2015.
  • Wealthfront first reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund in Q3 2015 and held it in 1 quarter.
  • Wealthfront's Eaton Vance Tax-Advantaged Global Dividend Income Fund position peaked at $0 in Q3 2015.
  • 72 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.