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

Antonetti Capital 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
2022 Q3	–	Sell	-1,000	Closed	-$8K	–	342
2022 Q2	$8K	Hold	1,000	–	–	0.01%	237
2022 Q1	$10K	Hold	1,000	–	–	0.01%	252
2021 Q4	$11K	Hold	1,000	–	–	0.01%	294
2021 Q3	$10K	Buy	+1,000	New	+$10.4K	0.01%	311

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

FAM

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

RJFSA

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

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

Antonetti Capital Management's EXG Position: Q3 2022 in Review

Antonetti Capital Management sold out of Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q3 2022, closing a stake of 1,000 shares — an estimated $8K sold.

Antonetti Capital Management first reported a position in EXG in Q3 2021 and held it in 4 quarters. The position peaked at $11K in Q4 2021. 208 funds tracked by Wall St. Rank hold EXG as of Q3 2022.

Antonetti Capital Management reported no remaining Eaton Vance Tax-Managed Global Diversified Equity Income Fund position as of Q3 2022 after selling out during the quarter.
Antonetti Capital Management sold 1,000 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q3 2022, an estimated $8K.
Antonetti Capital Management first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q3 2021 and held it in 4 quarters.
Antonetti Capital Management's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $11K in Q4 2021.
208 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q3 2022.

Based on Antonetti Capital Management's 13F filing for Q3 2022, filed 31 Oct 2022.