WP
ETG

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

WealthShield 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
2021
Q3 		– Sell
-3,543
Closed -$74K – 380
2021
Q2 		$74K Hold
3,543
– – 0.01% 404
2021
Q1 		$68K Buy
+3,543
New +$65.1K 0.01% 401

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
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
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

WealthShield Partners's ETG Position: Q3 2021 in Review

WealthShield Partners sold out of Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) in Q3 2021, closing a stake of 3,543 shares — an estimated $74K sold.

WealthShield Partners first reported a position in ETG in Q1 2021 and held it in 2 quarters. The position peaked at $74K in Q2 2021. 100 funds tracked by Wall St. Rank hold ETG as of Q3 2021.

  • WealthShield Partners reported no remaining Eaton Vance Tax-Advantaged Global Dividend Income Fund position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 3,543 Eaton Vance Tax-Advantaged Global Dividend Income Fund shares in Q3 2021, an estimated $74K.
  • WealthShield Partners first reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund in Q1 2021 and held it in 2 quarters.
  • WealthShield Partners's Eaton Vance Tax-Advantaged Global Dividend Income Fund position peaked at $74K in Q2 2021.
  • 100 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.