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

WESPAC Advisors SoCal’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
Q2 		– Sell
-900
Closed -$8K – 139
2018
Q1 		$8K Buy
+900
New +$8.38K ﹤0.01% 203

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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

WESPAC Advisors SoCal's EXG Position: Q2 2018 in Review

WESPAC Advisors SoCal sold out of Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q2 2018, closing a stake of 900 shares — an estimated $8K sold.

WESPAC Advisors SoCal first reported a position in EXG in Q1 2018 and held it in 1 quarter. The position peaked at $8K in Q1 2018. 133 funds tracked by Wall St. Rank hold EXG as of Q2 2018.

  • WESPAC Advisors SoCal reported no remaining Eaton Vance Tax-Managed Global Diversified Equity Income Fund position as of Q2 2018 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 900 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q2 2018, an estimated $8K.
  • WESPAC Advisors SoCal first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q1 2018 and held it in 1 quarter.
  • WESPAC Advisors SoCal's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $8K in Q1 2018.
  • 133 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q2 2018.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2018, filed 13 Jul 2018.