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McAdams Wright Ragen’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

McAdams Wright Ragen’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
2014
Q3 		$722K Buy
+72,000
New +$741K 0.04% 225

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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
GI
Glovista Investments Jersey City, New Jersey $215M AUM 10.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

McAdams Wright Ragen's EXG Position: Q3 2014 in Review

McAdams Wright Ragen opened a new position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q3 2014: 72,000 shares worth $722K. The stake represents 0.04% of the portfolio and ranks #225 among its holdings.

120 funds tracked by Wall St. Rank hold EXG as of Q3 2014.

  • McAdams Wright Ragen held 72,000 shares of Eaton Vance Tax-Managed Global Diversified Equity Income Fund worth $722K as of Q3 2014.
  • Eaton Vance Tax-Managed Global Diversified Equity Income Fund was a new McAdams Wright Ragen position in Q3 2014.
  • Eaton Vance Tax-Managed Global Diversified Equity Income Fund made up 0.04% of McAdams Wright Ragen's portfolio in Q3 2014, its #225 holding.
  • 120 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q3 2014.

Based on McAdams Wright Ragen's 13F filing for Q3 2014, filed 14 Nov 2014.