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

Creative Financial Designs’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
2022 Q3	–	Sell	-12	Closed	–	–	1298
2022 Q2	$0	Buy	12 +1	+9%	+$9	﹤0.01%	1268
2022 Q1	$0	Hold	11	–	–	﹤0.01%	1269
2021 Q4	$0	Hold	11	–	–	﹤0.01%	1285
2021 Q3	$0	Hold	11	–	–	﹤0.01%	1408
2021 Q2	$0	Hold	11	–	–	﹤0.01%	1412
2021 Q1	$0	Hold	11	–	–	﹤0.01%	1320
2020 Q4	$0	Hold	11	–	–	﹤0.01%	1248
2020 Q3	$0	Buy	+11	New	+$84	﹤0.01%	1229

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

FAM

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

RJFSA

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

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

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

Cohen & Steers New York $57.6B AUM 8.03% 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

Creative Financial Designs's EXG Position: Q3 2022 in Review

Creative Financial Designs sold out of Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q3 2022, closing a stake of 12 shares.

Creative Financial Designs first reported a position in EXG in Q3 2020 and held it in 8 quarters. The position peaked at $0 in Q2 2022. 208 funds tracked by Wall St. Rank hold EXG as of Q3 2022.

Creative Financial Designs reported no remaining Eaton Vance Tax-Managed Global Diversified Equity Income Fund position as of Q3 2022 after selling out during the quarter.
Creative Financial Designs sold 12 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q3 2022.
Creative Financial Designs first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q3 2020 and held it in 8 quarters.
Creative Financial Designs's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $0 in Q2 2022.
208 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q3 2022.

Based on Creative Financial Designs's 13F filing for Q3 2022, filed 1 Nov 2022.