HBW Advisory Services’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

HBW Advisory 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
2023 Q2	–	Sell	-10,028	Closed	-$78K	–	302
2023 Q1	$78K	Buy	+10,028	New	+$77.5K	0.02%	256

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

FAM

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

RJA

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJFSA

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

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

AAM

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

HBW Advisory Services's EXG Position: Q2 2023 in Review

HBW Advisory Services sold out of Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q2 2023, closing a stake of 10,028 shares — an estimated $78K sold.

HBW Advisory Services first reported a position in EXG in Q1 2023 and held it in 1 quarter. The position peaked at $78K in Q1 2023. 223 funds tracked by Wall St. Rank hold EXG as of Q2 2023.

HBW Advisory Services reported no remaining Eaton Vance Tax-Managed Global Diversified Equity Income Fund position as of Q2 2023 after selling out during the quarter.
HBW Advisory Services sold 10,028 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q2 2023, an estimated $78K.
HBW Advisory Services first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q1 2023 and held it in 1 quarter.
HBW Advisory Services's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $78K in Q1 2023.
223 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q2 2023.

Based on HBW Advisory Services's 13F filing for Q2 2023, filed 6 Jul 2023.