Avantax Planning Partners’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

Avantax Planning Partners’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 Q4	–	Sell	-1,200	Closed	-$11K	–	568
2018 Q3	$11K	Buy	+1,200	New	+$11.5K	﹤0.01%	852
2018 Q2	–	Sell	-1,200	Closed	-$11K	–	612
2018 Q1	$11K	Buy	+1,200	New	+$11.2K	﹤0.01%	995

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

RJFSA

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

Avantax Planning Partners's EXG Position: Q4 2018 in Review

Avantax Planning Partners sold out of Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q4 2018, closing a stake of 1,200 shares — an estimated $11K sold.

Avantax Planning Partners first reported a position in EXG in Q1 2018 and held it in 2 quarters. The position peaked at $11K in Q3 2018. 159 funds tracked by Wall St. Rank hold EXG as of Q4 2018.

Avantax Planning Partners reported no remaining Eaton Vance Tax-Managed Global Diversified Equity Income Fund position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 1,200 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q4 2018, an estimated $11K.
Avantax Planning Partners first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q1 2018 and held it in 2 quarters.
Avantax Planning Partners's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $11K in Q3 2018.
159 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.