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

Lifeworks 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
2022
Q3 		– Sell
-46,048
Closed -$355K – 136
2022
Q2 		$355K Hold
46,048
– – 0.23% 94
2022
Q1 		$447K Buy
+46,048
New +$446K 0.3% 86

Other funds holding EXG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lifeworks Advisors's EXG Position: Q3 2022 in Review

Lifeworks Advisors sold out of Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q3 2022, closing a stake of 46,048 shares — an estimated $355K sold.

Lifeworks Advisors first reported a position in EXG in Q1 2022 and held it in 2 quarters. The position peaked at $447K in Q1 2022. 208 funds tracked by Wall St. Rank hold EXG as of Q3 2022.

  • Lifeworks Advisors reported no remaining Eaton Vance Tax-Managed Global Diversified Equity Income Fund position as of Q3 2022 after selling out during the quarter.
  • Lifeworks Advisors sold 46,048 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q3 2022, an estimated $355K.
  • Lifeworks Advisors first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q1 2022 and held it in 2 quarters.
  • Lifeworks Advisors's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $447K in Q1 2022.
  • 208 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q3 2022.

Based on Lifeworks Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.