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

Endurance Wealth 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
2023 Q2	–	Sell	-990	Closed	-$8K	–	643
2023 Q1	$8K	Hold	990	–	–	﹤0.01%	517
2022 Q4	$7K	Buy	+990	New	+$7.58K	﹤0.01%	502

Other funds holding EXG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

FAM

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

RJA

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RJFSA

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Endurance Wealth Management's EXG Position: Q2 2023 in Review

Endurance Wealth Management sold out of Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q2 2023, closing a stake of 990 shares — an estimated $8K sold.

Endurance Wealth Management first reported a position in EXG in Q4 2022 and held it in 2 quarters. The position peaked at $8K in Q1 2023. 223 funds tracked by Wall St. Rank hold EXG as of Q2 2023.

Endurance Wealth Management reported no remaining Eaton Vance Tax-Managed Global Diversified Equity Income Fund position as of Q2 2023 after selling out during the quarter.
Endurance Wealth Management sold 990 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q2 2023, an estimated $8K.
Endurance Wealth Management first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q4 2022 and held it in 2 quarters.
Endurance Wealth Management's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $8K in Q1 2023.
223 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.