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

Aevitas Wealth Management’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
2018
Q2 		– Sell
-292
Closed -$3K – 451
2018
Q1 		$3K Buy
292
+7
+2% +$65 ﹤0.01% 392
2017
Q4 		$3K Buy
+285
New +$2.66K ﹤0.01% 389

Other funds holding EXG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Aevitas Wealth Management's EXG Position: Q2 2018 in Review

Aevitas Wealth Management sold out of Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q2 2018, closing a stake of 292 shares — an estimated $3K sold.

Aevitas Wealth Management first reported a position in EXG in Q4 2017 and held it in 2 quarters. The position peaked at $3K in Q1 2018. 133 funds tracked by Wall St. Rank hold EXG as of Q2 2018.

  • Aevitas Wealth Management reported no remaining Eaton Vance Tax-Managed Global Diversified Equity Income Fund position as of Q2 2018 after selling out during the quarter.
  • Aevitas Wealth Management sold 292 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q2 2018, an estimated $3K.
  • Aevitas Wealth Management first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q4 2017 and held it in 2 quarters.
  • Aevitas Wealth Management's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $3K in Q1 2018.
  • 133 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q2 2018.

Based on Aevitas Wealth Management's 13F filing for Q2 2018, filed 10 Aug 2018.