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

Sowell Financial Services’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 Q2	–	Sell	-1,977	Closed	-$19K	–	1207
2021 Q1	$19K	Buy	1,977 +731	+59%	+$6.57K	﹤0.01%	2072
2020 Q4	$11K	Buy	1,246 +1,006	+419%	+$8.14K	﹤0.01%	1964
2020 Q3	$2K	Hold	240	–	–	﹤0.01%	2212
2020 Q2	$2K	Hold	240	–	–	﹤0.01%	2143
2020 Q1	$2K	Hold	240	–	–	﹤0.01%	2054
2019 Q4	$2K	Hold	240	–	–	﹤0.01%	2181
2019 Q3	$2K	Buy	+240	New	+$1.97K	﹤0.01%	2066

Other funds holding EXG

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

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

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

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

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

AAM

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

Sowell Financial Services's EXG Position: Q2 2021 in Review

Sowell Financial Services sold out of Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q2 2021, closing a stake of 1,977 shares — an estimated $19K sold.

Sowell Financial Services first reported a position in EXG in Q3 2019 and held it in 7 quarters. The position peaked at $19K in Q1 2021. 187 funds tracked by Wall St. Rank hold EXG as of Q2 2021.

Sowell Financial Services reported no remaining Eaton Vance Tax-Managed Global Diversified Equity Income Fund position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 1,977 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q2 2021, an estimated $19K.
Sowell Financial Services first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q3 2019 and held it in 7 quarters.
Sowell Financial Services's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $19K in Q1 2021.
187 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.