BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC - EATON VANCE TAX MNGD GBL DV ownership

EATON VANCE TAX MNGD GBL DV's ticker is EXG and the CUSIP is 27829F108. A total of 155 filers reported holding EATON VANCE TAX MNGD GBL DV in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC ownership history of EATON VANCE TAX MNGD GBL DV
ValueSharesWeighting
Q4 2020$60,000
+11.1%
6,368
-12.6%
0.02%
-4.5%
Q3 2020$54,000
+58.8%
7,284
+78.7%
0.02%
+37.5%
Q2 2019$34,000
-72.6%
4,075
-73.2%
0.02%
-72.4%
Q1 2019$124,000
+235.1%
15,189
+237.5%
0.06%
+132.0%
Q3 2015$37,000
-70.4%
4,500
-65.3%
0.02%
-66.7%
Q1 2015$125,000
+13.6%
12,986
+11.1%
0.08%
+17.2%
Q4 2014$110,000
+44.7%
11,684
+54.4%
0.06%
+39.1%
Q3 2014$76,000
+81.0%
7,567
+85.7%
0.05%
+84.0%
Q2 2014$42,000
-78.2%
4,074
-78.7%
0.02%
-80.9%
Q1 2014$193,000
-33.4%
19,119
-34.0%
0.13%
-41.0%
Q4 2013$290,000
-23.9%
28,988
-28.6%
0.22%
-41.7%
Q3 2013$381,000
-17.0%
40,598
-18.0%
0.38%
-6.2%
Q2 2013$459,00049,5180.41%
Other shareholders
EATON VANCE TAX MNGD GBL DV shareholders Q1 2019
NameSharesValueWeighting ↓
Formidable Asset Management, LLC 1,463,590$12,605,0002.92%
RFG Advisory, LLC 1,764,532$15,775,0002.06%
Pointe Capital Management LLC 229,975$2,017,0001.72%
KMG FIDUCIARY PARTNERS, LLC 415,218$3,604,0000.76%
Focused Wealth Management, Inc 390,648$3,426,0000.67%
Community Capital Management, LLC 50,000$439,0000.53%
Shaker Financial Services, LLC 132,926$1,166,0000.49%
David J Yvars Group 69,780$611,0000.41%
Northstar Advisory Group, LLC 56,129$492,0000.41%
1607 Capital Partners, LLC 898,397$7,879,0000.39%
View complete list of EATON VANCE TAX MNGD GBL DV shareholders