First Foundation Advisors’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

First Foundation Advisors’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
2014 Q1	–	Sell	-55,351	Closed	-$554K	–	203
2013 Q4	$554K	Sell	55,351 -5,088	-8%	-$50K	0.07%	91
2013 Q3	$567K	Sell	60,439 -973	-2%	-$9.26K	0.09%	83
2013 Q2	$569K	Buy	+61,412	New	+$584K	0.11%	70

Other funds holding EXG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Glovista Investments Jersey City, New Jersey $215M AUM 10.51% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

First Foundation Advisors's EXG Position: Q1 2014 in Review

First Foundation Advisors sold out of Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q1 2014, closing a stake of 55,351 shares — an estimated $554K sold.

First Foundation Advisors first reported a position in EXG in Q2 2013 and held it in 3 quarters. The position peaked at $569K in Q2 2013. 111 funds tracked by Wall St. Rank hold EXG as of Q1 2014.

First Foundation Advisors reported no remaining Eaton Vance Tax-Managed Global Diversified Equity Income Fund position as of Q1 2014 after selling out during the quarter.
First Foundation Advisors sold 55,351 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q1 2014, an estimated $554K.
First Foundation Advisors first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q2 2013 and held it in 3 quarters.
First Foundation Advisors's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $569K in Q2 2013.
111 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q1 2014.

Based on First Foundation Advisors's 13F filing for Q1 2014, filed 15 May 2014.