Wealthspire Advisors (Maryland)’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

Wealthspire Advisors (Maryland)’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
2016 Q2	–	Sell	-800	Closed	-$7K	–	1726
2016 Q1	$7K	Hold	800	–	–	﹤0.01%	1249
2015 Q4	$7K	Buy	+800	New	+$7.18K	﹤0.01%	1270

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

RJA

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

Wealthspire Advisors (Maryland)'s EXG Position: Q2 2016 in Review

Wealthspire Advisors (Maryland) sold out of Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q2 2016, closing a stake of 800 shares — an estimated $7K sold.

Wealthspire Advisors (Maryland) first reported a position in EXG in Q4 2015 and held it in 2 quarters. The position peaked at $7K in Q1 2016. 118 funds tracked by Wall St. Rank hold EXG as of Q2 2016.

Wealthspire Advisors (Maryland) reported no remaining Eaton Vance Tax-Managed Global Diversified Equity Income Fund position as of Q2 2016 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 800 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q2 2016, an estimated $7K.
Wealthspire Advisors (Maryland) first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q4 2015 and held it in 2 quarters.
Wealthspire Advisors (Maryland)'s Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $7K in Q1 2016.
118 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q2 2016.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2016, filed 12 Aug 2016.