Gary Goldberg Planning Services’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

Gary Goldberg Planning Services’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 Q4	$18K	Hold	1,900	–	–	0.01%	305
2014 Q3	$19K	Hold	1,900	–	–	0.01%	319
2014 Q2	$20K	Hold	1,900	–	–	0.01%	298
2014 Q1	$19K	Hold	1,900	–	–	0.01%	282
2013 Q4	$19K	Sell	1,900 -1,000	-34%	-$9.82K	0.01%	254
2013 Q3	$27K	Hold	2,900	–	–	0.02%	234
2013 Q2	$27K	Buy	+2,900	New	+$27.6K	0.02%	226

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

PPA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FAM

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

Gary Goldberg Planning Services's EXG Position: Q4 2014 in Review

Gary Goldberg Planning Services held its Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) position steady in Q4 2014 at 1,900 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #305.

Gary Goldberg Planning Services first reported a position in EXG in Q2 2013 and has held it in 7 quarters since. The position peaked at $27K in Q3 2013. 123 funds tracked by Wall St. Rank hold EXG as of Q4 2014.

Gary Goldberg Planning Services held 1,900 shares of Eaton Vance Tax-Managed Global Diversified Equity Income Fund worth $18K as of Q4 2014.
Gary Goldberg Planning Services left its Eaton Vance Tax-Managed Global Diversified Equity Income Fund share count unchanged in Q4 2014.
Eaton Vance Tax-Managed Global Diversified Equity Income Fund made up 0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #305 holding.
Gary Goldberg Planning Services first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q2 2013 and has held it in 7 quarters since.
Gary Goldberg Planning Services's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $27K in Q3 2013.
123 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.