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

Bruderman Asset 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
2017 Q3	–	Sell	-200	Closed	-$2K	–	190
2017 Q2	$2K	Buy	+200	New	+$1.79K	﹤0.01%	345
2017 Q1	–	Sell	-200	Closed	-$2K	–	185
2016 Q4	$2K	Hold	200	–	–	﹤0.01%	347
2016 Q3	$2K	Hold	200	–	–	﹤0.01%	367
2016 Q2	$2K	Hold	200	–	–	﹤0.01%	358
2016 Q1	$2K	Hold	200	–	–	﹤0.01%	375
2015 Q4	$2K	Sell	200 -700	-78%	-$6.28K	﹤0.01%	385
2015 Q3	$7K	Hold	900	–	–	﹤0.01%	365
2015 Q2	$9K	Sell	900 -600	-40%	-$5.96K	﹤0.01%	356
2015 Q1	$15K	Buy	+1,500	New	+$14.3K	0.01%	308

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BCI

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

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

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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

Bruderman Asset Management's EXG Position: Q3 2017 in Review

Bruderman Asset Management sold out of Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q3 2017, closing a stake of 200 shares — an estimated $2K sold.

Bruderman Asset Management first reported a position in EXG in Q1 2015 and held it in 9 quarters. The position peaked at $15K in Q1 2015. 119 funds tracked by Wall St. Rank hold EXG as of Q3 2017.

Bruderman Asset Management reported no remaining Eaton Vance Tax-Managed Global Diversified Equity Income Fund position as of Q3 2017 after selling out during the quarter.
Bruderman Asset Management sold 200 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q3 2017, an estimated $2K.
Bruderman Asset Management first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q1 2015 and held it in 9 quarters.
Bruderman Asset Management's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $15K in Q1 2015.
119 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q3 2017.

Based on Bruderman Asset Management's 13F filing for Q3 2017, filed 13 Nov 2017.