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AFT Forsyth & Company’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

AFT Forsyth & Company’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
2013
Q3 		$29K Hold
3,121
– – 0.04% 215
2013
Q2 		$29K Buy
+3,121
New +$29.7K 0.04% 198

Other funds holding EXG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

AFT Forsyth & Company's EXG Position: Q3 2013 in Review

AFT Forsyth & Company held its Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) position steady in Q3 2013 at 3,121 shares worth $29K. The position accounts for 0.04% of the portfolio, ranked #215.

AFT Forsyth & Company first reported a position in EXG in Q2 2013 and has held it in 2 quarters since. 107 funds tracked by Wall St. Rank hold EXG as of Q3 2013.

  • AFT Forsyth & Company held 3,121 shares of Eaton Vance Tax-Managed Global Diversified Equity Income Fund worth $29K as of Q3 2013.
  • AFT Forsyth & Company left its Eaton Vance Tax-Managed Global Diversified Equity Income Fund share count unchanged in Q3 2013.
  • Eaton Vance Tax-Managed Global Diversified Equity Income Fund made up 0.04% of AFT Forsyth & Company's portfolio in Q3 2013, its #215 holding.
  • AFT Forsyth & Company first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q2 2013 and has held it in 2 quarters since.
  • 107 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q3 2013.

Based on AFT Forsyth & Company's 13F filing for Q3 2013, filed 8 Nov 2013.