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Gupta Wealth Management’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

Gupta Wealth Management’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
2016
Q1 		– Sell
-438
Closed -$4K – 1185
2015
Q4 		$4K Buy
+438
New +$3.93K ﹤0.01% 1041

Other funds holding EXG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Gupta Wealth Management's EXG Position: Q1 2016 in Review

Gupta Wealth Management sold out of Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q1 2016, closing a stake of 438 shares — an estimated $4K sold.

Gupta Wealth Management first reported a position in EXG in Q4 2015 and held it in 1 quarter. The position peaked at $4K in Q4 2015. 125 funds tracked by Wall St. Rank hold EXG as of Q1 2016.

  • Gupta Wealth Management reported no remaining Eaton Vance Tax-Managed Global Diversified Equity Income Fund position as of Q1 2016 after selling out during the quarter.
  • Gupta Wealth Management sold 438 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q1 2016, an estimated $4K.
  • Gupta Wealth Management first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q4 2015 and held it in 1 quarter.
  • Gupta Wealth Management's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $4K in Q4 2015.
  • 125 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.