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	–	1208
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 $1.66T 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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $5.44B AUM 13.64% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Formidable Asset Management Cincinnati, Ohio $648M AUM 11.62% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return