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

TCI 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
2022 Q2	–	Sell	-774	Closed	-$8K	–	2342
2022 Q1	$8K	Hold	774	–	–	﹤0.01%	1242
2021 Q4	$8K	Buy	+774	New	+$8.07K	﹤0.01%	1322
2020 Q2	–	Sell	-2,500	Closed	-$16K	–	1516
2020 Q1	$16K	Buy	+2,500	New	+$20.1K	0.01%	482
2017 Q1	–	Sell	-2,432	Closed	-$20K	–	1317
2016 Q4	$20K	Buy	+2,432	New	+$20.1K	0.01%	486

Other funds holding EXG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

RJA

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TCI Wealth Advisors's EXG Position: Q2 2022 in Review

TCI Wealth Advisors sold out of Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q2 2022, closing a stake of 774 shares — an estimated $8K sold.

TCI Wealth Advisors first reported a position in EXG in Q4 2016 and held it in 4 quarters. The position peaked at $20K in Q4 2016. 230 funds tracked by Wall St. Rank hold EXG as of Q2 2022.

TCI Wealth Advisors reported no remaining Eaton Vance Tax-Managed Global Diversified Equity Income Fund position as of Q2 2022 after selling out during the quarter.
TCI Wealth Advisors sold 774 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q2 2022, an estimated $8K.
TCI Wealth Advisors first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q4 2016 and held it in 4 quarters.
TCI Wealth Advisors's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $20K in Q4 2016.
230 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q2 2022.

Based on TCI Wealth Advisors's 13F filing for Q2 2022, filed 19 Jul 2022.