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

BDO 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
2023 Q2	$7.13K	Hold	900	–	–	﹤0.01%	741
2023 Q1	$7.03K	Hold	900	–	–	﹤0.01%	763
2022 Q4	$6.79K	Hold	900	–	–	﹤0.01%	739
2022 Q3	$7K	Hold	900	–	–	﹤0.01%	773
2022 Q2	$7K	Hold	900	–	–	﹤0.01%	735
2022 Q1	$9K	Hold	900	–	–	﹤0.01%	749
2021 Q4	$10K	Hold	900	–	–	﹤0.01%	727
2021 Q3	$9K	Hold	900	–	–	﹤0.01%	743
2021 Q2	$9K	Hold	900	–	–	﹤0.01%	763
2021 Q1	$8K	Hold	900	–	–	﹤0.01%	770
2020 Q4	$8K	Hold	900	–	–	﹤0.01%	572
2020 Q3	$7K	Hold	900	–	–	﹤0.01%	520
2020 Q2	$7K	Hold	900	–	–	﹤0.01%	531
2020 Q1	$6K	Hold	900	–	–	﹤0.01%	588
2019 Q4	$8K	Hold	900	–	–	﹤0.01%	445
2019 Q3	$7K	Hold	900	–	–	﹤0.01%	476
2019 Q2	$7K	Hold	900	–	–	﹤0.01%	471
2019 Q1	$7K	Hold	900	–	–	﹤0.01%	447
2018 Q4	$7K	Hold	900	–	–	﹤0.01%	435
2018 Q3	$9K	Hold	900	–	–	﹤0.01%	467
2018 Q2	$8K	Buy	+900	New	+$8.35K	﹤0.01%	482

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

FAM

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

RJA

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJFSA

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

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

AAM

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

BDO Wealth Advisors's EXG Position: Q2 2023 in Review

BDO Wealth Advisors held its Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) position steady in Q2 2023 at 900 shares worth $7.13K. The position accounts for ﹤0.01% of the portfolio, ranked #741.

BDO Wealth Advisors first reported a position in EXG in Q2 2018 and has held it in 21 quarters since. The position peaked at $10K in Q4 2021. 223 funds tracked by Wall St. Rank hold EXG as of Q2 2023.

BDO Wealth Advisors held 900 shares of Eaton Vance Tax-Managed Global Diversified Equity Income Fund worth $7.13K as of Q2 2023.
BDO Wealth Advisors left its Eaton Vance Tax-Managed Global Diversified Equity Income Fund share count unchanged in Q2 2023.
Eaton Vance Tax-Managed Global Diversified Equity Income Fund made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #741 holding.
BDO Wealth Advisors first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q2 2018 and has held it in 21 quarters since.
BDO Wealth Advisors's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $10K in Q4 2021.
223 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.