Ancora Family Wealth Advisors’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

Ancora Family Wealth Advisors’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
2016 Q3	$509K	Buy	58,651 +983	+2%	+$8.64K	0.17%	128
2016 Q2	$494K	Sell	57,668 -24,149	-30%	-$211K	0.19%	121
2016 Q1	$718K	Buy	81,817 +799	+1%	+$6.56K	0.29%	101
2015 Q4	$717K	Sell	81,018 -10,543	-12%	-$94.6K	0.31%	102
2015 Q3	$760K	Buy	+91,561	New	+$862K	0.32%	94

Other funds holding EXG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

RJA

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ancora Family Wealth Advisors's EXG Position: Q3 2016 in Review

Ancora Family Wealth Advisors increased its Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) stake by 1.7% in Q3 2016, buying an estimated $8.64K and bringing the position to 58,651 shares worth $509K. The position accounts for 0.17% of the portfolio, ranked #128.

Ancora Family Wealth Advisors first reported a position in EXG in Q3 2015 and has held it in 5 quarters since. The position peaked at $760K in Q3 2015. 120 funds tracked by Wall St. Rank hold EXG as of Q3 2016.

Ancora Family Wealth Advisors held 58,651 shares of Eaton Vance Tax-Managed Global Diversified Equity Income Fund worth $509K as of Q3 2016.
Ancora Family Wealth Advisors bought 983 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q3 2016, an estimated $8.64K.
Eaton Vance Tax-Managed Global Diversified Equity Income Fund made up 0.17% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #128 holding.
Ancora Family Wealth Advisors first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q3 2015 and has held it in 5 quarters since.
Ancora Family Wealth Advisors's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $760K in Q3 2015.
120 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q3 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.