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Fortitude Advisory Group’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

Fortitude Advisory Group’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
Q2 		– Sell
-2,944
Closed -$29K – 551
2022
Q1 		$29K Buy
2,944
+11
+0.4% +$106 0.02% 699
2021
Q4 		$31K Buy
+2,933
New +$30.6K 0.02% 690

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Cohen & Steers
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fortitude Advisory Group's EXG Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q2 2022, closing a stake of 2,944 shares — an estimated $29K sold.

Fortitude Advisory Group first reported a position in EXG in Q4 2021 and held it in 2 quarters. The position peaked at $31K in Q4 2021. 230 funds tracked by Wall St. Rank hold EXG as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Eaton Vance Tax-Managed Global Diversified Equity Income Fund position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 2,944 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q2 2022, an estimated $29K.
  • Fortitude Advisory Group first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $31K in Q4 2021.
  • 230 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.