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

Sequoia Financial 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
Q2 		– Sell
-34,823
Closed -$222K – 377
2020
Q1 		$222K Buy
+34,823
New +$280K 0.02% 316

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Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RA
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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sequoia Financial Advisors's EXG Position: Q2 2020 in Review

Sequoia Financial Advisors sold out of Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q2 2020, closing a stake of 34,823 shares — an estimated $222K sold.

Sequoia Financial Advisors first reported a position in EXG in Q1 2020 and held it in 1 quarter. The position peaked at $222K in Q1 2020. 158 funds tracked by Wall St. Rank hold EXG as of Q2 2020.

  • Sequoia Financial Advisors reported no remaining Eaton Vance Tax-Managed Global Diversified Equity Income Fund position as of Q2 2020 after selling out during the quarter.
  • Sequoia Financial Advisors sold 34,823 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q2 2020, an estimated $222K.
  • Sequoia Financial Advisors first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q1 2020 and held it in 1 quarter.
  • Sequoia Financial Advisors's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $222K in Q1 2020.
  • 158 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q2 2020.

Based on Sequoia Financial Advisors's 13F filing for Q2 2020, filed 11 Aug 2020.