Choate Investment Advisors
Position in ETG — Eaton Vance Tax-Advantaged Global Dividend Income Fund
CIK 1399794
BOSTON, MA
Position in ETG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$941,600
New position
Shares Held
40,000
first reported quarter
Ownership
0.052%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#38
of 138 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Asset Management
Financial Services · as of Jun 30, 2026Choate Investment Advisors holds $15,440,734 across 11 Asset Management names. ETG ranks #6 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
|
11,540 | $5,294,090 | |
| 2 | BLK |
BlackRock, Inc.
|
2,447 | $2,352,937 | |
| 3 | NTRS |
Northern Trust Corp
|
11,261 | $1,957,612 | |
| 4 | KKR |
KKR & Co. Inc.
|
14,343 | $1,316,400 | |
| 5 | BX |
Blackstone Inc.
|
9,555 | $1,124,336 | |
| 6 | ETG |
Eaton Vance Tax-Advantaged Global Dividend Income Fund
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|
40,000 | $941,600 | |
| 7 | BN |
BROOKFIELD Corp /ON/
|
21,070 | $897,371 | |
| 8 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
45,000 | $669,600 |
All Filings in ETG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $941,600 | 40,000 | Shares | Sole | 2026-08-11 | |
| No filing history on record for this holder in this stock. | ||||||