WFG Advisors’s Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund ETO Stock Holding History

WFG Advisors’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
2015 Q1	–	Sell	-3,207	Closed	-$78K	–	1855
2014 Q4	$78K	Buy	3,207 +1,330	+71%	+$33.3K	0.02%	719
2014 Q3	$46K	Buy	1,877 +1,201	+178%	+$30.6K	0.01%	946
2014 Q2	$18K	Sell	676 -1,455	-68%	-$36.1K	﹤0.01%	1311
2014 Q1	$52K	Sell	2,131 -448	-17%	-$10.8K	0.01%	899
2013 Q4	$63K	Buy	2,579 +494	+24%	+$11.8K	0.01%	904
2013 Q3	$47K	Buy	+2,085	New	+$47.9K	0.01%	950

Other funds holding ETO

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

HCM

Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return

WFG Advisors's ETO Position: Q1 2015 in Review

WFG Advisors sold out of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) in Q1 2015, closing a stake of 3,207 shares — an estimated $78K sold.

WFG Advisors first reported a position in ETO in Q3 2013 and held it in 6 quarters. The position peaked at $78K in Q4 2014. 30 funds tracked by Wall St. Rank hold ETO as of Q1 2015.

WFG Advisors reported no remaining Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position as of Q1 2015 after selling out during the quarter.
WFG Advisors sold 3,207 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q1 2015, an estimated $78K.
WFG Advisors first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q3 2013 and held it in 6 quarters.
WFG Advisors's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $78K in Q4 2014.
30 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q1 2015.

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