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

Arete 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
2018
Q1 		– Sell
-57,236
Closed -$537K – 329
2017
Q4 		$537K Buy
+57,236
New +$535K 0.17% 159

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Arete Wealth Advisors's EXG Position: Q1 2018 in Review

Arete Wealth Advisors sold out of Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q1 2018, closing a stake of 57,236 shares — an estimated $537K sold.

Arete Wealth Advisors first reported a position in EXG in Q4 2017 and held it in 1 quarter. The position peaked at $537K in Q4 2017. 126 funds tracked by Wall St. Rank hold EXG as of Q1 2018.

  • Arete Wealth Advisors reported no remaining Eaton Vance Tax-Managed Global Diversified Equity Income Fund position as of Q1 2018 after selling out during the quarter.
  • Arete Wealth Advisors sold 57,236 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q1 2018, an estimated $537K.
  • Arete Wealth Advisors first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q4 2017 and held it in 1 quarter.
  • Arete Wealth Advisors's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $537K in Q4 2017.
  • 126 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q1 2018.

Based on Arete Wealth Advisors's 13F filing for Q1 2018, filed 15 May 2018.