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 $1.66T AUM 25.57% 1-Year Est. Return

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

Formidable Asset Management Cincinnati, Ohio $648M AUM 11.62% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return