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

Squar Milner 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
2018
Q3 		– Sell
-4,500
Closed -$42K – 784
2018
Q2 		$42K Buy
+4,500
New +$41.8K 0.04% 359

Other funds holding EXG

Morgan Stanley
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

Squar Milner Financial Services's EXG Position: Q3 2018 in Review

Squar Milner Financial Services sold out of Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q3 2018, closing a stake of 4,500 shares — an estimated $42K sold.

Squar Milner Financial Services first reported a position in EXG in Q2 2018 and held it in 1 quarter. The position peaked at $42K in Q2 2018. 144 funds tracked by Wall St. Rank hold EXG as of Q3 2018.

  • Squar Milner Financial Services reported no remaining Eaton Vance Tax-Managed Global Diversified Equity Income Fund position as of Q3 2018 after selling out during the quarter.
  • Squar Milner Financial Services sold 4,500 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q3 2018, an estimated $42K.
  • Squar Milner Financial Services first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q2 2018 and held it in 1 quarter.
  • Squar Milner Financial Services's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $42K in Q2 2018.
  • 144 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q3 2018.

Based on Squar Milner Financial Services's 13F filing for Q3 2018, filed 29 Oct 2018.