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

CFO4Life’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
2016 Q4	$142K	Sell	17,767 -3,921	-18%	-$32.4K	0.12%	91
2016 Q3	$188K	Sell	21,688 -536	-2%	-$4.71K	0.16%	83
2016 Q2	$190K	Buy	22,224 +545	+3%	+$4.76K	0.16%	87
2016 Q1	$190K	Sell	21,679 -24,749	-53%	-$203K	0.17%	81
2015 Q4	$411K	Buy	46,428 +21,195	+84%	+$190K	0.39%	44
2015 Q3	$209K	Buy	25,233 +12,557	+99%	+$118K	0.22%	64
2015 Q2	$123K	Buy	12,676 +238	+2%	+$2.36K	0.1%	79
2015 Q1	$121K	Sell	12,438 -5,275	-30%	-$50.4K	0.1%	82
2014 Q4	$168K	Buy	+17,713	New	+$174K	0.14%	75

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

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

RJA

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

AAM

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

BCI

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

CFO4Life's EXG Position: Q4 2016 in Review

CFO4Life reduced its Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) stake by 18% in Q4 2016, selling an estimated $32.4K and leaving 17,767 shares worth $142K. The position accounts for 0.12% of the portfolio, ranked #91.

CFO4Life first reported a position in EXG in Q4 2014 and has held it in 9 quarters since. The position peaked at $411K in Q4 2015. 132 funds tracked by Wall St. Rank hold EXG as of Q4 2016.

CFO4Life held 17,767 shares of Eaton Vance Tax-Managed Global Diversified Equity Income Fund worth $142K as of Q4 2016.
CFO4Life sold 3,921 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q4 2016, an estimated $32.4K.
Eaton Vance Tax-Managed Global Diversified Equity Income Fund made up 0.12% of CFO4Life's portfolio in Q4 2016, its #91 holding.
CFO4Life first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q4 2014 and has held it in 9 quarters since.
CFO4Life's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $411K in Q4 2015.
132 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q4 2016.

Based on CFO4Life's 13F filing for Q4 2016, filed 30 Jan 2017.