WAS
ETO

Winch Advisory Services’s Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund ETO Stock Holding History

Winch Advisory Services’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
2024
Q3 		– Sell
-1,265
Closed -$32.3K – 470
2024
Q2 		$32.3K Buy
+1,265
New +$31.5K 0.01% 179

Other funds holding ETO

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Winch Advisory Services's ETO Position: Q3 2024 in Review

Winch Advisory Services sold out of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) in Q3 2024, closing a stake of 1,265 shares — an estimated $32.3K sold.

Winch Advisory Services first reported a position in ETO in Q2 2024 and held it in 1 quarter. The position peaked at $32.3K in Q2 2024. 64 funds tracked by Wall St. Rank hold ETO as of Q3 2024.

  • Winch Advisory Services reported no remaining Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position as of Q3 2024 after selling out during the quarter.
  • Winch Advisory Services sold 1,265 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q3 2024, an estimated $32.3K.
  • Winch Advisory Services first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q2 2024 and held it in 1 quarter.
  • Winch Advisory Services's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $32.3K in Q2 2024.
  • 64 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q3 2024.

Based on Winch Advisory Services's 13F filing for Q3 2024, filed 21 Oct 2024.