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

Monograph Wealth Advisors’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
2024
Q3 		– Sell
-23,282
Closed -$197K – 113
2024
Q2 		$197K Buy
+23,282
New +$191K 0.03% 102

Other funds holding EXG

Morgan Stanley
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
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Monograph Wealth Advisors's EXG Position: Q3 2024 in Review

Monograph Wealth Advisors sold out of Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q3 2024, closing a stake of 23,282 shares — an estimated $197K sold.

Monograph Wealth Advisors first reported a position in EXG in Q2 2024 and held it in 1 quarter. The position peaked at $197K in Q2 2024. 257 funds tracked by Wall St. Rank hold EXG as of Q3 2024.

  • Monograph Wealth Advisors reported no remaining Eaton Vance Tax-Managed Global Diversified Equity Income Fund position as of Q3 2024 after selling out during the quarter.
  • Monograph Wealth Advisors sold 23,282 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q3 2024, an estimated $197K.
  • Monograph Wealth Advisors first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q2 2024 and held it in 1 quarter.
  • Monograph Wealth Advisors's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $197K in Q2 2024.
  • 257 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q3 2024.

Based on Monograph Wealth Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.