FourThought Financial’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

FourThought Financial’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 Q3	$6K	Hold	847	–	–	﹤0.01%	1142
2022 Q2	$7K	Hold	847	–	–	﹤0.01%	1094
2022 Q1	$8K	Hold	847	–	–	﹤0.01%	1088
2021 Q4	$9K	Hold	847	–	–	﹤0.01%	1088
2021 Q3	$8K	Hold	847	–	–	﹤0.01%	1137
2021 Q2	$8K	Hold	847	–	–	﹤0.01%	1140
2021 Q1	$7K	Hold	847	–	–	﹤0.01%	1117
2020 Q4	$7K	Buy	+847	New	+$6.85K	﹤0.01%	1085

Other funds holding EXG

Morgan Stanley New York $1.66T AUM 25.57% 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

FAM

Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FourThought Financial's EXG Position: Q3 2022 in Review

FourThought Financial held its Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) position steady in Q3 2022 at 847 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1142.

FourThought Financial first reported a position in EXG in Q4 2020 and has held it in 8 quarters since. The position peaked at $9K in Q4 2021. 208 funds tracked by Wall St. Rank hold EXG as of Q3 2022.

FourThought Financial held 847 shares of Eaton Vance Tax-Managed Global Diversified Equity Income Fund worth $6K as of Q3 2022.
FourThought Financial left its Eaton Vance Tax-Managed Global Diversified Equity Income Fund share count unchanged in Q3 2022.
Eaton Vance Tax-Managed Global Diversified Equity Income Fund made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #1142 holding.
FourThought Financial first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $9K in Q4 2021.
208 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.