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Financial Architects (New Jersey)’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

Financial Architects (New Jersey)’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
Q1 		– Sell
-2,800
Closed -$25K – 866
2019
Q4 		$25K Hold
2,800
– – 0.01% 537
2019
Q3 		$23K Buy
+2,800
New +$22.9K 0.01% 570

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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Financial Architects (New Jersey)'s EXG Position: Q1 2020 in Review

Financial Architects (New Jersey) sold out of Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q1 2020, closing a stake of 2,800 shares — an estimated $25K sold.

Financial Architects (New Jersey) first reported a position in EXG in Q3 2019 and held it in 2 quarters. The position peaked at $25K in Q4 2019. 163 funds tracked by Wall St. Rank hold EXG as of Q1 2020.

  • Financial Architects (New Jersey) reported no remaining Eaton Vance Tax-Managed Global Diversified Equity Income Fund position as of Q1 2020 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 2,800 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q1 2020, an estimated $25K.
  • Financial Architects (New Jersey) first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q3 2019 and held it in 2 quarters.
  • Financial Architects (New Jersey)'s Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $25K in Q4 2019.
  • 163 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q1 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q1 2020, filed 7 May 2020.