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

WFG 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
2017 Q2	$8K	Buy	926 +23	+3%	+$206	﹤0.01%	1193
2017 Q1	$8K	Buy	+903	New	+$7.65K	﹤0.01%	1121
2015 Q4	–	Sell	-4,642	Closed	-$39K	–	1598
2015 Q3	$39K	Buy	4,642 +12	+0.3%	+$113	0.01%	717
2015 Q2	$45K	Buy	4,630 +512	+12%	+$5.09K	0.01%	755
2015 Q1	$40K	Sell	4,118 -15,082	-79%	-$144K	0.01%	785
2014 Q4	$182K	Sell	19,200 -13,932	-42%	-$137K	0.04%	456
2014 Q3	$332K	Buy	33,132 +259	+0.8%	+$2.67K	0.06%	336
2014 Q2	$341K	Buy	32,873 +3,296	+11%	+$33.7K	0.06%	340
2014 Q1	$299K	Sell	29,577 -19,766	-40%	-$199K	0.06%	348
2013 Q4	$493K	Buy	49,343 +18,207	+58%	+$179K	0.07%	315
2013 Q3	$292K	Buy	31,136 +3,752	+14%	+$35.7K	0.05%	399
2013 Q2	$254K	Buy	+27,384	New	+$260K	0.04%	410

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

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

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

RJA

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

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

AAM

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

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

WFG Advisors's EXG Position: Q2 2017 in Review

WFG Advisors increased its Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) stake by 2.5% in Q2 2017, buying an estimated $206 and bringing the position to 926 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #1193.

WFG Advisors first reported a position in EXG in Q2 2013 and has held it in 12 quarters since. The position peaked at $493K in Q4 2013. 121 funds tracked by Wall St. Rank hold EXG as of Q2 2017.

WFG Advisors held 926 shares of Eaton Vance Tax-Managed Global Diversified Equity Income Fund worth $8K as of Q2 2017.
WFG Advisors bought 23 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q2 2017, an estimated $206.
Eaton Vance Tax-Managed Global Diversified Equity Income Fund made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1193 holding.
WFG Advisors first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q2 2013 and has held it in 12 quarters since.
WFG Advisors's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $493K in Q4 2013.
121 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.