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People's United Financial’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

People's United Financial’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
Q3 		– Sell
-590
Closed -$5K – 652
2017
Q2 		$5K Hold
590
– – ﹤0.01% 957
2017
Q1 		$5K Hold
590
– – ﹤0.01% 951
2016
Q4 		$5K Hold
590
– – ﹤0.01% 927
2016
Q3 		$5K Hold
590
– – ﹤0.01% 793
2016
Q2 		$5K Hold
590
– – ﹤0.01% 795
2016
Q1 		$5K Hold
590
– – ﹤0.01% 770
2015
Q4 		$5K Hold
590
– – ﹤0.01% 774
2015
Q3 		$5K Hold
590
– – ﹤0.01% 762
2015
Q2 		$6K Hold
590
– – ﹤0.01% 729
2015
Q1 		$6K Buy
+590
New +$5.64K ﹤0.01% 716

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

People's United Financial's EXG Position: Q3 2017 in Review

People's United Financial sold out of Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q3 2017, closing a stake of 590 shares — an estimated $5K sold.

People's United Financial first reported a position in EXG in Q1 2015 and held it in 10 quarters. The position peaked at $6K in Q2 2015. 119 funds tracked by Wall St. Rank hold EXG as of Q3 2017.

  • People's United Financial reported no remaining Eaton Vance Tax-Managed Global Diversified Equity Income Fund position as of Q3 2017 after selling out during the quarter.
  • People's United Financial sold 590 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q3 2017, an estimated $5K.
  • People's United Financial first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q1 2015 and held it in 10 quarters.
  • People's United Financial's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $6K in Q2 2015.
  • 119 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q3 2017.

Based on People's United Financial's 13F filing for Q3 2017, filed 13 Nov 2017.