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Safeguard Investment Advisory Group’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

Safeguard Investment Advisory 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
2021
Q1 		– Sell
-15
Closed – – 270
2020
Q4 		$0 Buy
+15
New +$121 ﹤0.01% 732

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RJFSA
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FAM
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AAM
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Wells Fargo
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Safeguard Investment Advisory Group's EXG Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q1 2021, closing a stake of 15 shares.

Safeguard Investment Advisory Group first reported a position in EXG in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 185 funds tracked by Wall St. Rank hold EXG as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Eaton Vance Tax-Managed Global Diversified Equity Income Fund position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 15 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q1 2021.
  • Safeguard Investment Advisory Group first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $0 in Q4 2020.
  • 185 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.