Kavar Capital Partners Group’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

Kavar Capital Partners Group’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
2015 Q4	–	Sell	-5,000	Closed	-$41K	–	492
2015 Q3	$41K	Hold	5,000	–	–	0.03%	183
2015 Q2	$48K	Buy	+5,000	New	+$49.7K	0.03%	184
2014 Q2	–	Sell	-5,000	Closed	-$50K	–	229
2014 Q1	$50K	Hold	5,000	–	–	0.04%	196
2013 Q4	$50K	Buy	+5,000	New	+$49.1K	0.04%	193

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

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

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

AAM

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

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

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

RJA

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

Kavar Capital Partners Group's EXG Position: Q4 2015 in Review

Kavar Capital Partners Group sold out of Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q4 2015, closing a stake of 5,000 shares — an estimated $41K sold.

Kavar Capital Partners Group first reported a position in EXG in Q4 2013 and held it in 4 quarters. The position peaked at $50K in Q1 2014. 135 funds tracked by Wall St. Rank hold EXG as of Q4 2015.

Kavar Capital Partners Group reported no remaining Eaton Vance Tax-Managed Global Diversified Equity Income Fund position as of Q4 2015 after selling out during the quarter.
Kavar Capital Partners Group sold 5,000 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q4 2015, an estimated $41K.
Kavar Capital Partners Group first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q4 2013 and held it in 4 quarters.
Kavar Capital Partners Group's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $50K in Q1 2014.
135 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q4 2015.

Based on Kavar Capital Partners Group's 13F filing for Q4 2015, filed 1 May 2019.