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

Sutton Wealth Advisors’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
Q4 		– Sell
-8,629
Closed -$82K – 1148
2018
Q3 		$82K Buy
+8,629
New +$82.5K 0.05% 216

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
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Sutton Wealth Advisors's EXG Position: Q4 2018 in Review

Sutton Wealth Advisors sold out of Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q4 2018, closing a stake of 8,629 shares — an estimated $82K sold.

Sutton Wealth Advisors first reported a position in EXG in Q3 2018 and held it in 1 quarter. The position peaked at $82K in Q3 2018. 159 funds tracked by Wall St. Rank hold EXG as of Q4 2018.

  • Sutton Wealth Advisors reported no remaining Eaton Vance Tax-Managed Global Diversified Equity Income Fund position as of Q4 2018 after selling out during the quarter.
  • Sutton Wealth Advisors sold 8,629 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q4 2018, an estimated $82K.
  • Sutton Wealth Advisors first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q3 2018 and held it in 1 quarter.
  • Sutton Wealth Advisors's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $82K in Q3 2018.
  • 159 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q4 2018.

Based on Sutton Wealth Advisors's 13F filing for Q4 2018, filed 6 Nov 2023.