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

Checchi Capital Advisers’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
2019
Q3 		– Sell
-10,000
Closed -$83K – 438
2019
Q2 		$83K Buy
+10,000
New +$81.4K 0.01% 420

Other funds holding EXG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Checchi Capital Advisers's EXG Position: Q3 2019 in Review

Checchi Capital Advisers sold out of Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q3 2019, closing a stake of 10,000 shares — an estimated $83K sold.

Checchi Capital Advisers first reported a position in EXG in Q2 2019 and held it in 1 quarter. The position peaked at $83K in Q2 2019. 158 funds tracked by Wall St. Rank hold EXG as of Q3 2019.

  • Checchi Capital Advisers reported no remaining Eaton Vance Tax-Managed Global Diversified Equity Income Fund position as of Q3 2019 after selling out during the quarter.
  • Checchi Capital Advisers sold 10,000 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q3 2019, an estimated $83K.
  • Checchi Capital Advisers first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q2 2019 and held it in 1 quarter.
  • Checchi Capital Advisers's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $83K in Q2 2019.
  • 158 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q3 2019.

Based on Checchi Capital Advisers's 13F filing for Q3 2019, filed 6 Nov 2019.