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Sugarloaf Wealth Management’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

Sugarloaf Wealth Management’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
2022
Q4 		– Sell
-295
Closed -$3K – 813
2022
Q3 		$3K Buy
+295
New +$2.46K ﹤0.01% 669

Other funds holding EXG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Sugarloaf Wealth Management's EXG Position: Q4 2022 in Review

Sugarloaf Wealth Management sold out of Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q4 2022, closing a stake of 295 shares — an estimated $3K sold.

Sugarloaf Wealth Management first reported a position in EXG in Q3 2022 and held it in 1 quarter. The position peaked at $3K in Q3 2022. 230 funds tracked by Wall St. Rank hold EXG as of Q4 2022.

  • Sugarloaf Wealth Management reported no remaining Eaton Vance Tax-Managed Global Diversified Equity Income Fund position as of Q4 2022 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 295 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q4 2022, an estimated $3K.
  • Sugarloaf Wealth Management first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q3 2022 and held it in 1 quarter.
  • Sugarloaf Wealth Management's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $3K in Q3 2022.
  • 230 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q4 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.