MCIA
EXG icon

Mountain Capital Investment Advisors’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

Mountain Capital Investment 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
2017
Q4 		– Sell
-2,012
Closed -$19K – 152
2017
Q3 		$19K Hold
2,012
– – 0.02% 190
2017
Q2 		$18K Buy
+2,012
New +$18K 0.02% 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
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Mountain Capital Investment Advisors's EXG Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q4 2017, closing a stake of 2,012 shares — an estimated $19K sold.

Mountain Capital Investment Advisors first reported a position in EXG in Q2 2017 and held it in 2 quarters. The position peaked at $19K in Q3 2017. 146 funds tracked by Wall St. Rank hold EXG as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining Eaton Vance Tax-Managed Global Diversified Equity Income Fund position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 2,012 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q4 2017, an estimated $19K.
  • Mountain Capital Investment Advisors first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $19K in Q3 2017.
  • 146 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.