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Lee Financial’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

Lee Financial’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
2019
Q1 		– Sell
-479
Closed -$4K – 522
2018
Q4 		$4K Hold
479
– – ﹤0.01% 378
2018
Q3 		$5K Buy
+479
New +$4.58K ﹤0.01% 404

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
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Lee Financial's EXG Position: Q1 2019 in Review

Lee Financial sold out of Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q1 2019, closing a stake of 479 shares — an estimated $4K sold.

Lee Financial first reported a position in EXG in Q3 2018 and held it in 2 quarters. The position peaked at $5K in Q3 2018. 157 funds tracked by Wall St. Rank hold EXG as of Q1 2019.

  • Lee Financial reported no remaining Eaton Vance Tax-Managed Global Diversified Equity Income Fund position as of Q1 2019 after selling out during the quarter.
  • Lee Financial sold 479 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q1 2019, an estimated $4K.
  • Lee Financial first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q3 2018 and held it in 2 quarters.
  • Lee Financial's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $5K in Q3 2018.
  • 157 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q1 2019.

Based on Lee Financial's 13F filing for Q1 2019, filed 30 Apr 2019.