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

Masso Torrence 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
Q1 		– Sell
-2,091
Closed -$22K – 167
2021
Q4 		$22K Buy
+2,091
New +$21.8K 0.02% 212

Other funds holding EXG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RJA
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

Masso Torrence Wealth Management's EXG Position: Q1 2022 in Review

Masso Torrence Wealth Management sold out of Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q1 2022, closing a stake of 2,091 shares — an estimated $22K sold.

Masso Torrence Wealth Management first reported a position in EXG in Q4 2021 and held it in 1 quarter. The position peaked at $22K in Q4 2021. 231 funds tracked by Wall St. Rank hold EXG as of Q1 2022.

  • Masso Torrence Wealth Management reported no remaining Eaton Vance Tax-Managed Global Diversified Equity Income Fund position as of Q1 2022 after selling out during the quarter.
  • Masso Torrence Wealth Management sold 2,091 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q1 2022, an estimated $22K.
  • Masso Torrence Wealth Management first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q4 2021 and held it in 1 quarter.
  • Masso Torrence Wealth Management's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $22K in Q4 2021.
  • 231 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q1 2022.

Based on Masso Torrence Wealth Management's 13F filing for Q1 2022, filed 26 Apr 2022.