WIA
ETG

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

World Investment 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
2022
Q1 		– Sell
-19,650
Closed -$416K – 273
2021
Q4 		$416K Hold
19,650
– – 0.09% 169
2021
Q3 		$418K Buy
+19,650
New +$423K 0.09% 147

Other funds holding ETG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

World Investment Advisors's ETG Position: Q1 2022 in Review

World Investment Advisors sold out of Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) in Q1 2022, closing a stake of 19,650 shares — an estimated $416K sold.

World Investment Advisors first reported a position in ETG in Q3 2021 and held it in 2 quarters. The position peaked at $418K in Q3 2021. 105 funds tracked by Wall St. Rank hold ETG as of Q1 2022.

  • World Investment Advisors reported no remaining Eaton Vance Tax-Advantaged Global Dividend Income Fund position as of Q1 2022 after selling out during the quarter.
  • World Investment Advisors sold 19,650 Eaton Vance Tax-Advantaged Global Dividend Income Fund shares in Q1 2022, an estimated $416K.
  • World Investment Advisors first reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund in Q3 2021 and held it in 2 quarters.
  • World Investment Advisors's Eaton Vance Tax-Advantaged Global Dividend Income Fund position peaked at $418K in Q3 2021.
  • 105 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Q1 2022.

Based on World Investment Advisors's 13F filing for Q1 2022, filed 12 May 2022.