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

Atlas Private 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
2021 Q4	–	Sell	-1,000	Closed	-$10K	–	335
2021 Q3	$10K	Hold	1,000	–	–	0.01%	460
2021 Q2	$10K	Hold	1,000	–	–	0.01%	470
2021 Q1	$9K	Hold	1,000	–	–	0.01%	509
2020 Q4	$9K	Hold	1,000	–	–	0.01%	434
2020 Q3	$7K	Hold	1,000	–	–	0.01%	430
2020 Q2	$7K	Buy	+1,000	New	+$6.94K	0.01%	458

Other funds holding EXG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Atlas Private Wealth Advisors's EXG Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q4 2021, closing a stake of 1,000 shares — an estimated $10K sold.

Atlas Private Wealth Advisors first reported a position in EXG in Q2 2020 and held it in 6 quarters. The position peaked at $10K in Q3 2021. 207 funds tracked by Wall St. Rank hold EXG as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Eaton Vance Tax-Managed Global Diversified Equity Income Fund position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 1,000 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q4 2021, an estimated $10K.
Atlas Private Wealth Advisors first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $10K in Q3 2021.
207 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.