Mascoma Wealth Management’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

Mascoma Wealth Management’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 Q4	–	Sell	-500	Closed	-$4K	–	639
2022 Q3	$4K	Hold	500	–	–	﹤0.01%	500
2022 Q2	$4K	Hold	500	–	–	﹤0.01%	517
2022 Q1	$5K	Hold	500	–	–	﹤0.01%	509
2021 Q4	$5K	Buy	+500	New	+$5.21K	﹤0.01%	456
2019 Q1	–	Sell	-300	Closed	-$2K	–	399
2018 Q4	$2K	Hold	300	–	–	﹤0.01%	344
2018 Q3	$3K	Hold	300	–	–	﹤0.01%	345
2018 Q2	$3K	Hold	300	–	–	﹤0.01%	340
2018 Q1	$3K	Hold	300	–	–	﹤0.01%	330
2017 Q4	$3K	Buy	+300	New	+$2.8K	﹤0.01%	325

Other funds holding EXG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

RJA

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Mascoma Wealth Management's EXG Position: Q4 2022 in Review

Mascoma Wealth Management sold out of Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q4 2022, closing a stake of 500 shares — an estimated $4K sold.

Mascoma Wealth Management first reported a position in EXG in Q4 2017 and held it in 9 quarters. The position peaked at $5K in Q1 2022. 230 funds tracked by Wall St. Rank hold EXG as of Q4 2022.

Mascoma Wealth Management reported no remaining Eaton Vance Tax-Managed Global Diversified Equity Income Fund position as of Q4 2022 after selling out during the quarter.
Mascoma Wealth Management sold 500 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q4 2022, an estimated $4K.
Mascoma Wealth Management first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q4 2017 and held it in 9 quarters.
Mascoma Wealth Management's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $5K in Q1 2022.
230 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q4 2022.

Based on Mascoma Wealth Management's 13F filing for Q4 2022, filed 20 Jan 2023.