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

Sonora Investment Management 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
2025 Q3	$107K	Hold	11,710	–	–	0.01%	289
2025 Q2	$102K	Hold	11,710	–	–	0.01%	294
2025 Q1	$95.3K	Hold	11,710	–	–	0.01%	292
2024 Q4	$95.7K	Buy	+11,710	New	+$98.9K	0.01%	288

Other funds holding EXG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Sonora Investment Management Group's EXG Position: Q3 2025 in Review

Sonora Investment Management Group held its Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) position steady in Q3 2025 at 11,710 shares worth $107K. The position accounts for 0.01% of the portfolio, ranked #289.

Sonora Investment Management Group first reported a position in EXG in Q4 2024 and has held it in 4 quarters since. 266 funds tracked by Wall St. Rank hold EXG as of Q3 2025.

Sonora Investment Management Group held 11,710 shares of Eaton Vance Tax-Managed Global Diversified Equity Income Fund worth $107K as of Q3 2025.
Sonora Investment Management Group left its Eaton Vance Tax-Managed Global Diversified Equity Income Fund share count unchanged in Q3 2025.
Eaton Vance Tax-Managed Global Diversified Equity Income Fund made up 0.01% of Sonora Investment Management Group's portfolio in Q3 2025, its #289 holding.
Sonora Investment Management Group first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q4 2024 and has held it in 4 quarters since.
266 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.