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

Garrett Wealth 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
2019 Q4	–	Sell	-3,447	Closed	-$28.3K	–	244
2019 Q3	$28.3K	Buy	+3,447	New	+$28.2K	0.02%	176

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

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

BCI

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

AAM

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Garrett Wealth Advisory Group's EXG Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q4 2019, closing a stake of 3,447 shares — an estimated $28.3K sold.

Garrett Wealth Advisory Group first reported a position in EXG in Q3 2019 and held it in 1 quarter. The position peaked at $28.3K in Q3 2019. 155 funds tracked by Wall St. Rank hold EXG as of Q4 2019.

Garrett Wealth Advisory Group reported no remaining Eaton Vance Tax-Managed Global Diversified Equity Income Fund position as of Q4 2019 after selling out during the quarter.
Garrett Wealth Advisory Group sold 3,447 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q4 2019, an estimated $28.3K.
Garrett Wealth Advisory Group first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q3 2019 and held it in 1 quarter.
Garrett Wealth Advisory Group's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $28.3K in Q3 2019.
155 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.