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

Legacy Financial 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
2019 Q2	–	Sell	-565	Closed	-$5K	–	372
2019 Q1	$5K	Hold	565	–	–	﹤0.01%	767
2018 Q4	$4K	Hold	565	–	–	﹤0.01%	769
2018 Q3	$5K	Hold	565	–	–	﹤0.01%	683
2018 Q2	$5K	Hold	565	–	–	﹤0.01%	692
2018 Q1	$5K	Hold	565	–	–	﹤0.01%	630
2017 Q4	$5K	Buy	+565	New	+$5.28K	﹤0.01%	624

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

AAM

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

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

Legacy Financial Advisors's EXG Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q2 2019, closing a stake of 565 shares — an estimated $5K sold.

Legacy Financial Advisors first reported a position in EXG in Q4 2017 and held it in 6 quarters. The position peaked at $5K in Q1 2019. 156 funds tracked by Wall St. Rank hold EXG as of Q2 2019.

Legacy Financial Advisors reported no remaining Eaton Vance Tax-Managed Global Diversified Equity Income Fund position as of Q2 2019 after selling out during the quarter.
Legacy Financial Advisors sold 565 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q2 2019, an estimated $5K.
Legacy Financial Advisors first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q4 2017 and held it in 6 quarters.
Legacy Financial Advisors's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $5K in Q1 2019.
156 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.