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

Foundations Investment 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
2019 Q2	–	Sell	-20,318	Closed	-$165K	–	122
2019 Q1	$165K	Hold	20,318	–	–	0.03%	94
2018 Q4	$161K	Sell	20,318 -8,249	-29%	-$70.2K	0.03%	100
2018 Q3	$271K	Hold	28,567	–	–	0.07%	82
2018 Q2	$266K	Buy	+28,567	New	+$265K	0.07%	74

Other funds holding EXG

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

Foundations Investment Advisors's EXG Position: Q2 2019 in Review

Foundations Investment Advisors sold out of Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q2 2019, closing a stake of 20,318 shares — an estimated $165K sold.

Foundations Investment Advisors first reported a position in EXG in Q2 2018 and held it in 4 quarters. The position peaked at $271K in Q3 2018. 156 funds tracked by Wall St. Rank hold EXG as of Q2 2019.

Foundations Investment Advisors reported no remaining Eaton Vance Tax-Managed Global Diversified Equity Income Fund position as of Q2 2019 after selling out during the quarter.
Foundations Investment Advisors sold 20,318 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q2 2019, an estimated $165K.
Foundations Investment Advisors first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q2 2018 and held it in 4 quarters.
Foundations Investment Advisors's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $271K in Q3 2018.
156 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q2 2019.

Based on Foundations Investment Advisors's 13F filing for Q2 2019, filed 8 Jul 2019.