WC
ETO

Weil Company’s Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund ETO Stock Holding History

Weil Company’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
2019
Q4 		– Sell
-130
Closed -$3K – 184
2019
Q3 		$3K Buy
+130
New +$3.26K ﹤0.01% 355

Other funds holding ETO

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PGWM
Parisi Gray Wealth Management Mendham, New Jersey $487M AUM 33.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Weil Company's ETO Position: Q4 2019 in Review

Weil Company sold out of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) in Q4 2019, closing a stake of 130 shares — an estimated $3K sold.

Weil Company first reported a position in ETO in Q3 2019 and held it in 1 quarter. The position peaked at $3K in Q3 2019. 43 funds tracked by Wall St. Rank hold ETO as of Q4 2019.

  • Weil Company reported no remaining Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position as of Q4 2019 after selling out during the quarter.
  • Weil Company sold 130 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q4 2019, an estimated $3K.
  • Weil Company first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q3 2019 and held it in 1 quarter.
  • Weil Company's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $3K in Q3 2019.
  • 43 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q4 2019.

Based on Weil Company's 13F filing for Q4 2019, filed 13 Feb 2020.