WP
ETO

Woodline Partners’s Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund ETO Stock Holding History

Woodline Partners’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
2023
Q3 		– Sell
-74,467
Closed -$1.71M – 632
2023
Q2 		$1.71M Hold
74,467
– – 0.02% 450
2023
Q1 		$1.66M Buy
74,467
+48,861
+191% +$1.08M 0.02% 435
2022
Q4 		$536K Buy
+25,606
New +$549K 0.01% 596

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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return

Woodline Partners's ETO Position: Q3 2023 in Review

Woodline Partners sold out of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) in Q3 2023, closing a stake of 74,467 shares — an estimated $1.71M sold.

Woodline Partners first reported a position in ETO in Q4 2022 and held it in 3 quarters. The position peaked at $1.71M in Q2 2023. 53 funds tracked by Wall St. Rank hold ETO as of Q3 2023.

  • Woodline Partners reported no remaining Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position as of Q3 2023 after selling out during the quarter.
  • Woodline Partners sold 74,467 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q3 2023, an estimated $1.71M.
  • Woodline Partners first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q4 2022 and held it in 3 quarters.
  • Woodline Partners's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $1.71M in Q2 2023.
  • 53 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q3 2023.

Based on Woodline Partners's 13F filing for Q3 2023, filed 14 Nov 2023.