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

V 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
2023 Q1	–	Sell	-13,117	Closed	-$99K	–	385
2022 Q4	$99K	Buy	13,117 +185	+1%	+$1.42K	0.02%	357
2022 Q3	$94K	Buy	12,932 +198	+2%	+$1.65K	0.02%	365
2022 Q2	$98K	Buy	12,734 +1,064	+9%	+$9.18K	0.02%	397
2022 Q1	$113K	Buy	+11,670	New	+$113K	0.02%	429
2020 Q2	–	Sell	-11,194	Closed	-$72K	–	360
2020 Q1	$72K	Sell	11,194 -4,239	-27%	-$34.1K	0.02%	305
2019 Q4	$127K	Hold	15,433	–	–	0.05%	287
2019 Q3	$127K	Buy	15,433 +274	+2%	+$2.24K	0.05%	288
2019 Q2	$124K	Buy	15,159 +110	+0.7%	+$895	0.05%	266
2019 Q1	$124K	Buy	15,049 +79	+0.5%	+$625	0.05%	247
2018 Q4	$116K	Sell	14,970 -2,300	-13%	-$19.6K	0.06%	208
2018 Q3	$164K	Buy	17,270 +633	+4%	+$6.05K	0.08%	219
2018 Q2	$158K	Buy	16,637 +757	+5%	+$7.03K	0.09%	190
2018 Q1	$142K	Buy	15,880 +160	+1%	+$1.49K	0.08%	198
2017 Q4	$152K	Buy	+15,720	New	+$147K	0.08%	195
2017 Q3	–	Sell	-3,400	Closed	-$31K	–	366
2017 Q2	$31K	Buy	+3,400	New	+$30.4K	0.01%	387

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

FAM

Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

RJA

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

V Wealth Advisors's EXG Position: Q1 2023 in Review

V Wealth Advisors sold out of Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q1 2023, closing a stake of 13,117 shares — an estimated $99K sold.

V Wealth Advisors first reported a position in EXG in Q2 2017 and held it in 15 quarters. The position peaked at $164K in Q3 2018. 230 funds tracked by Wall St. Rank hold EXG as of Q1 2023.

V Wealth Advisors reported no remaining Eaton Vance Tax-Managed Global Diversified Equity Income Fund position as of Q1 2023 after selling out during the quarter.
V Wealth Advisors sold 13,117 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q1 2023, an estimated $99K.
V Wealth Advisors first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q2 2017 and held it in 15 quarters.
V Wealth Advisors's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $164K in Q3 2018.
230 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q1 2023.

Based on V Wealth Advisors's 13F filing for Q1 2023, filed 2 May 2023.