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CFO4Life Group’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

CFO4Life Group’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
Q2 		– Sell
-12,560
Closed -$107K – 93
2017
Q1 		$107K Buy
+12,560
New +$106K 0.1% 94

Other funds holding EXG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GC
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CFO4Life Group's EXG Position: Q2 2017 in Review

CFO4Life Group sold out of Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q2 2017, closing a stake of 12,560 shares — an estimated $107K sold.

CFO4Life Group first reported a position in EXG in Q1 2017 and held it in 1 quarter. The position peaked at $107K in Q1 2017. 121 funds tracked by Wall St. Rank hold EXG as of Q2 2017.

  • CFO4Life Group reported no remaining Eaton Vance Tax-Managed Global Diversified Equity Income Fund position as of Q2 2017 after selling out during the quarter.
  • CFO4Life Group sold 12,560 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q2 2017, an estimated $107K.
  • CFO4Life Group first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q1 2017 and held it in 1 quarter.
  • CFO4Life Group's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $107K in Q1 2017.
  • 121 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q2 2017.

Based on CFO4Life Group's 13F filing for Q2 2017, filed 8 Aug 2017.