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

Rowland Carmichael 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
2020
Q4 		$638K Buy
+72,765
New +$589K 0.2% 113

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
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Rowland Carmichael Advisors's EXG Position: Q4 2020 in Review

Rowland Carmichael Advisors opened a new position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q4 2020: 72,765 shares worth $638K. The stake represents 0.2% of the portfolio and ranks #113 among its holdings.

193 funds tracked by Wall St. Rank hold EXG as of Q4 2020.

  • Rowland Carmichael Advisors held 72,765 shares of Eaton Vance Tax-Managed Global Diversified Equity Income Fund worth $638K as of Q4 2020.
  • Eaton Vance Tax-Managed Global Diversified Equity Income Fund was a new Rowland Carmichael Advisors position in Q4 2020.
  • Eaton Vance Tax-Managed Global Diversified Equity Income Fund made up 0.2% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #113 holding.
  • 193 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.