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

IAG Wealth Partners’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
2021
Q2 		– Sell
-1,574
Closed -$15K – 375
2021
Q1 		$15K Buy
+1,574
New +$14.1K 0.01% 209

Other funds holding EXG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Cohen & Steers
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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

IAG Wealth Partners's EXG Position: Q2 2021 in Review

IAG Wealth Partners sold out of Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q2 2021, closing a stake of 1,574 shares — an estimated $15K sold.

IAG Wealth Partners first reported a position in EXG in Q1 2021 and held it in 1 quarter. The position peaked at $15K in Q1 2021. 187 funds tracked by Wall St. Rank hold EXG as of Q2 2021.

  • IAG Wealth Partners reported no remaining Eaton Vance Tax-Managed Global Diversified Equity Income Fund position as of Q2 2021 after selling out during the quarter.
  • IAG Wealth Partners sold 1,574 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q2 2021, an estimated $15K.
  • IAG Wealth Partners first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q1 2021 and held it in 1 quarter.
  • IAG Wealth Partners's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $15K in Q1 2021.
  • 187 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q2 2021.

Based on IAG Wealth Partners's 13F filing for Q2 2021, filed 4 Aug 2021.