JP Morgan Private Wealth Advisors’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

JP Morgan Private Wealth Advisors’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
2013 Q4	–	Sell	-431,806	Closed	-$4.05M	–	688
2013 Q3	$4.05M	Sell	431,806 -35,000	-7%	-$333K	0.09%	197
2013 Q2	$4.33M	Buy	+466,806	New	+$4.44M	0.11%	182

Other funds holding EXG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

PPA

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

JP Morgan Private Wealth Advisors's EXG Position: Q4 2013 in Review

JP Morgan Private Wealth Advisors sold out of Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q4 2013, closing a stake of 431,806 shares — an estimated $4.05M sold.

JP Morgan Private Wealth Advisors first reported a position in EXG in Q2 2013 and held it in 2 quarters. The position peaked at $4.33M in Q2 2013. 116 funds tracked by Wall St. Rank hold EXG as of Q4 2013.

JP Morgan Private Wealth Advisors reported no remaining Eaton Vance Tax-Managed Global Diversified Equity Income Fund position as of Q4 2013 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 431,806 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q4 2013, an estimated $4.05M.
JP Morgan Private Wealth Advisors first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q2 2013 and held it in 2 quarters.
JP Morgan Private Wealth Advisors's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $4.33M in Q2 2013.
116 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q4 2013.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2013, filed 31 Jan 2014.