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

WFG Advisors’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 Q1	–	Sell	-2,320	Closed	-$38K	–	1854
2014 Q4	$38K	Buy	2,320 +10	+0.4%	+$166	0.01%	988
2014 Q3	$39K	Buy	2,310 +9	+0.4%	+$156	0.01%	1011
2014 Q2	$40K	Buy	2,301 +9	+0.4%	+$154	0.01%	997
2014 Q1	$38K	Buy	2,292 +9	+0.4%	+$151	0.01%	1010
2013 Q4	$39K	Buy	2,283 +8	+0.4%	+$129	0.01%	1092
2013 Q3	$36K	Buy	2,275 +10	+0.4%	+$158	0.01%	1054
2013 Q2	$34K	Buy	+2,265	New	+$35.6K	0.01%	1025

Other funds holding ETG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

WFG Advisors's ETG Position: Q1 2015 in Review

WFG Advisors sold out of Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) in Q1 2015, closing a stake of 2,320 shares — an estimated $38K sold.

WFG Advisors first reported a position in ETG in Q2 2013 and held it in 7 quarters. The position peaked at $40K in Q2 2014. 66 funds tracked by Wall St. Rank hold ETG as of Q1 2015.

WFG Advisors reported no remaining Eaton Vance Tax-Advantaged Global Dividend Income Fund position as of Q1 2015 after selling out during the quarter.
WFG Advisors sold 2,320 Eaton Vance Tax-Advantaged Global Dividend Income Fund shares in Q1 2015, an estimated $38K.
WFG Advisors first reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund in Q2 2013 and held it in 7 quarters.
WFG Advisors's Eaton Vance Tax-Advantaged Global Dividend Income Fund position peaked at $40K in Q2 2014.
66 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.