Newbridge Financial Services Group’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

Newbridge Financial Services Group’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
2025 Q4	–	Sell	-15,708	Closed	-$143K	–	1284
2025 Q3	$143K	Hold	15,708	–	–	0.02%	343
2025 Q2	$137K	Buy	+15,708	New	+$130K	0.02%	339
2020 Q4	–	Sell	-2,008	Closed	-$15K	–	1127
2020 Q3	$15K	Buy	+2,008	New	+$15.3K	0.01%	577

Other funds holding EXG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Newbridge Financial Services Group's EXG Position: Q4 2025 in Review

Newbridge Financial Services Group sold out of Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q4 2025, closing a stake of 15,708 shares — an estimated $143K sold.

Newbridge Financial Services Group first reported a position in EXG in Q3 2020 and held it in 3 quarters. The position peaked at $143K in Q3 2025. 288 funds tracked by Wall St. Rank hold EXG as of Q4 2025.

Newbridge Financial Services Group reported no remaining Eaton Vance Tax-Managed Global Diversified Equity Income Fund position as of Q4 2025 after selling out during the quarter.
Newbridge Financial Services Group sold 15,708 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q4 2025, an estimated $143K.
Newbridge Financial Services Group first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q3 2020 and held it in 3 quarters.
Newbridge Financial Services Group's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $143K in Q3 2025.
288 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q4 2025.

Based on Newbridge Financial Services Group's 13F filing for Q4 2025, filed 21 Jan 2026.