Pointe Capital 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 190 filers reported holding EATON VANCE TAX MNGD GBL DV in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Pointe Capital Management LLC ownership history of EATON VANCE TAX MNGD GBL DV
ValueSharesWeighting
Q3 2023$1,286,743
-6.4%
174,592
+0.6%
0.95%
-8.4%
Q2 2023$1,374,849
+1.4%
173,5920.0%1.04%
+6.5%
Q1 2023$1,355,754
+103313.7%
173,5920.0%0.98%
-3.1%
Q4 2022$1,311
-99.9%
173,592
-0.8%
1.01%
-0.8%
Q3 2022$1,269,000
-6.8%
175,070
-0.9%
1.01%
-0.1%
Q2 2022$1,362,000
-20.6%
176,6120.0%1.02%
-7.4%
Q1 2022$1,715,000
-16.0%
176,612
-7.7%
1.10%
-11.9%
Q4 2021$2,041,000
+8.0%
191,329
+1.2%
1.24%
-5.0%
Q3 2021$1,889,000
-5.3%
189,079
-3.3%
1.31%
-6.6%
Q2 2021$1,995,000
+2.9%
195,550
-6.2%
1.40%
+2.1%
Q1 2021$1,939,000
-3.9%
208,480
-9.3%
1.37%
-20.1%
Q4 2020$2,017,000
+12.8%
229,975
-5.3%
1.72%
+10.0%
Q3 2020$1,788,000
+3.7%
242,956
+3.9%
1.56%
+0.8%
Q2 2020$1,725,000
+15.2%
233,788
-0.4%
1.55%
+6.5%
Q1 2020$1,497,000
-27.9%
234,629
-0.7%
1.46%
-16.4%
Q4 2019$2,075,000
-0.1%
236,319
-6.5%
1.74%
-1.0%
Q3 2019$2,078,000
-9.5%
252,843
-8.8%
1.76%
-6.9%
Q2 2019$2,297,000
-6.1%
277,111
-7.8%
1.89%
-8.1%
Q1 2019$2,447,000
+6.3%
300,636
-2.6%
2.06%
-8.2%
Q4 2018$2,303,000
-23.4%
308,757
-2.4%
2.24%
-5.4%
Q3 2018$3,005,000
+1.6%
316,347
-0.5%
2.37%
-6.7%
Q2 2018$2,957,000
+2.3%
317,965
+0.3%
2.54%
+1.9%
Q1 2018$2,890,000
-4.4%
316,936
-1.6%
2.49%
+3.1%
Q4 2017$3,023,000
-8.7%
322,252
-9.0%
2.42%
-0.9%
Q3 2017$3,312,000
+0.7%
354,224
-1.3%
2.44%
+3.4%
Q2 2017$3,290,000
+9.2%
358,796
+1.4%
2.36%
+2.7%
Q1 2017$3,013,000
-17.5%
353,690
-16.0%
2.30%
-13.5%
Q3 2016$3,654,0000.0%420,925
-1.4%
2.66%
-0.1%
Q2 2016$3,654,000
-9.0%
426,874
-6.6%
2.66%
-16.1%
Q1 2016$4,014,000
-6.0%
457,122
-5.2%
3.17%
+2.5%
Q4 2015$4,269,000
-17.8%
482,318
-22.9%
3.09%
-2.4%
Q3 2015$5,194,000
-21.0%
625,795
-7.8%
3.17%
+7.1%
Q2 2015$6,574,000
-1.8%
678,454
-1.7%
2.96%
-5.4%
Q1 2015$6,693,000690,0413.13%
Other shareholders
EATON VANCE TAX MNGD GBL DV shareholders Q4 2020
NameSharesValueWeighting ↓
Formidable Asset Management, LLC 1,196,586$9,287,0002.09%
Shaker Financial Services, LLC 523,008$4,032,0001.96%
Pointe Capital Management LLC 176,612$1,362,0001.02%
KMG FIDUCIARY PARTNERS, LLC 449,667$3,467,0000.65%
David J Yvars Group 57,075$444,0000.60%
Focused Wealth Management, Inc 415,920$3,207,0000.58%
SAXON INTERESTS, INC. 115,824$893,0000.54%
Northstar Advisory Group, LLC 90,725$699,0000.52%
CENTAURUS FINANCIAL, INC. 473,584$3,651,0000.36%
WFA of San Diego, LLC 52,404$404,0000.35%
View complete list of EATON VANCE TAX MNGD GBL DV shareholders