Advocacy Wealth Management Services’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

Advocacy Wealth Management Services’s Portfolio EXG Stock Details EXG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-300	Closed	-$3K	–	157
2022 Q1	$3K	Buy	+300	New	+$2.9K	﹤0.01%	133
2019 Q1	–	Sell	-4,000	Closed	-$30K	–	148
2018 Q4	$30K	Hold	4,000	–	–	0.02%	56
2018 Q3	$38K	Hold	4,000	–	–	0.02%	51
2018 Q2	$37K	Hold	4,000	–	–	0.02%	49
2018 Q1	$36K	Sell	4,000 -300	-7%	-$2.79K	0.02%	51
2017 Q4	$40K	Buy	4,300 +1,650	+62%	+$15.4K	0.03%	61
2017 Q3	$25K	Sell	2,650 -650	-20%	-$6.01K	0.01%	112
2017 Q2	$30K	Sell	3,300 -650	-16%	-$5.82K	0.01%	103
2017 Q1	$34K	Sell	3,950 -1,600	-29%	-$13.6K	0.01%	101
2016 Q4	$45K	Buy	5,550 +500	+10%	+$4.13K	0.01%	78
2016 Q3	$44K	Sell	5,050 -19,219	-79%	-$169K	0.02%	124
2016 Q2	$157K	Sell	24,269 -16,481	-40%	-$144K	0.08%	75
2016 Q1	$358K	Sell	40,750 -52,425	-56%	-$430K	0.25%	63
2015 Q4	$826K	Buy	+93,175	New	+$836K	0.93%	28

Other funds holding EXG

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

FAM

Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Advocacy Wealth Management Services's EXG Position: Q2 2022 in Review

Advocacy Wealth Management Services sold out of Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q2 2022, closing a stake of 300 shares — an estimated $3K sold.

Advocacy Wealth Management Services first reported a position in EXG in Q4 2015 and held it in 14 quarters. The position peaked at $826K in Q4 2015. 230 funds tracked by Wall St. Rank hold EXG as of Q2 2022.

Advocacy Wealth Management Services reported no remaining Eaton Vance Tax-Managed Global Diversified Equity Income Fund position as of Q2 2022 after selling out during the quarter.
Advocacy Wealth Management Services sold 300 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q2 2022, an estimated $3K.
Advocacy Wealth Management Services first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q4 2015 and held it in 14 quarters.
Advocacy Wealth Management Services's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $826K in Q4 2015.
230 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q2 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2022, filed 6 Jul 2022.