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LWM Advisory Services’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

LWM Advisory Services’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
2023
Q4 		– Sell
-6,103
Closed -$45K – 103
2023
Q3 		$45K Buy
+6,103
New +$47.5K 0.05% 91

Other funds holding EXG

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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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

LWM Advisory Services's EXG Position: Q4 2023 in Review

LWM Advisory Services sold out of Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q4 2023, closing a stake of 6,103 shares — an estimated $45K sold.

LWM Advisory Services first reported a position in EXG in Q3 2023 and held it in 1 quarter. The position peaked at $45K in Q3 2023. 245 funds tracked by Wall St. Rank hold EXG as of Q4 2023.

  • LWM Advisory Services reported no remaining Eaton Vance Tax-Managed Global Diversified Equity Income Fund position as of Q4 2023 after selling out during the quarter.
  • LWM Advisory Services sold 6,103 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q4 2023, an estimated $45K.
  • LWM Advisory Services first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q3 2023 and held it in 1 quarter.
  • LWM Advisory Services's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $45K in Q3 2023.
  • 245 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q4 2023.

Based on LWM Advisory Services's 13F filing for Q4 2023, filed 5 Feb 2024.