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

EPG 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
2020
Q2 		– Sell
-1,437
Closed -$9K – 343
2020
Q1 		$9K Sell
1,437
-1,369
-49% -$11K 0.01% 493
2019
Q4 		$25K Buy
+2,806
New +$23.9K 0.02% 312

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
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

EPG Wealth Management's EXG Position: Q2 2020 in Review

EPG Wealth Management sold out of Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q2 2020, closing a stake of 1,437 shares — an estimated $9K sold.

EPG Wealth Management first reported a position in EXG in Q4 2019 and held it in 2 quarters. The position peaked at $25K in Q4 2019. 158 funds tracked by Wall St. Rank hold EXG as of Q2 2020.

  • EPG Wealth Management reported no remaining Eaton Vance Tax-Managed Global Diversified Equity Income Fund position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 1,437 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q2 2020, an estimated $9K.
  • EPG Wealth Management first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q4 2019 and held it in 2 quarters.
  • EPG Wealth Management's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $25K in Q4 2019.
  • 158 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.