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

Regal 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
2021 Q3	–	Sell	-12,409	Closed	-$127K	–	531
2021 Q2	$127K	Buy	+12,409	New	+$122K	0.01%	521
2014 Q4	–	Sell	-250	Closed	-$3K	–	942
2014 Q3	$3K	Hold	250	–	–	﹤0.01%	843
2014 Q2	$3K	Hold	250	–	–	﹤0.01%	811
2014 Q1	$3K	Hold	250	–	–	﹤0.01%	788
2013 Q4	$3K	Hold	250	–	–	﹤0.01%	726
2013 Q3	$2K	Hold	250	–	–	﹤0.01%	792
2013 Q2	$2K	Buy	+250	New	+$2.38K	﹤0.01%	792

Other funds holding EXG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

FAM

Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Regal Investment Advisors's EXG Position: Q3 2021 in Review

Regal Investment Advisors sold out of Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q3 2021, closing a stake of 12,409 shares — an estimated $127K sold.

Regal Investment Advisors first reported a position in EXG in Q2 2013 and held it in 7 quarters. The position peaked at $127K in Q2 2021. 188 funds tracked by Wall St. Rank hold EXG as of Q3 2021.

Regal Investment Advisors reported no remaining Eaton Vance Tax-Managed Global Diversified Equity Income Fund position as of Q3 2021 after selling out during the quarter.
Regal Investment Advisors sold 12,409 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q3 2021, an estimated $127K.
Regal Investment Advisors first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q2 2013 and held it in 7 quarters.
Regal Investment Advisors's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $127K in Q2 2021.
188 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q3 2021.

Based on Regal Investment Advisors's 13F filing for Q3 2021, filed 5 Nov 2021.