David Rouzer bought Eaton Vance Tax-Managed Global Diversified Equity Income Fund Eaton Vance Tax-Managed Global Diversified Equity Income Fund Common Shares of Beneficial Interest (EXG) [ST] F ILING S TATUS : New S UBHOLDING O F : 1ST GLOBAL RESEARCH & CONSULTING D ESCRIPTION : American Funds portfolio sold (Rollover IRA) (EXG)
David Rouzer (R-NC), a U.S. Representative, has disclosed 2 trades in Eaton Vance Tax-Managed Global Diversified Equity Income Fund Eaton Vance Tax-Managed Global Diversified Equity Income Fund Common Shares of Beneficial Interest (EXG) [ST] F ILING S TATUS : New S UBHOLDING O F : 1ST GLOBAL RESEARCH & CONSULTING D ESCRIPTION : American Funds portfolio sold (Rollover IRA) (EXG) since 2019, all purchases, worth an estimated $16K in disclosed volume (the midpoint of the dollar ranges members report, not exact amounts).
The trade highlighted here is a purchase: David Rouzer bought $1,001 - $15,000 of Eaton Vance Tax-Managed Global Diversified Equity Income Fund Eaton Vance Tax-Managed Global Diversified Equity Income Fund Common Shares of Beneficial Interest (EXG) [ST] F ILING S TATUS : New S UBHOLDING O F : 1ST GLOBAL RESEARCH & CONSULTING D ESCRIPTION : American Funds portfolio sold (Rollover IRA) (EXG) on January 14, 2019. Since that trade, EXG is up +6.87% against the S&P 500 up +215.98%, an outperformance of -209.11%.
Across these filings, David Rouzer has been a net buyer of EXG. The most recent disclosed EXG transaction shown was dated February 28, 2019. Each row in the table below links to that trade and its post-trade performance versus the market.
Data updated
David Rouzer's EXG trades vs the price
EXG is up +6.87% since David Rouzer bought on January 14, 2019, versus +215.98% for the S&P 500.
Performance since this trade
All David Rouzer EXG trades
David Rouzer & EXG trading FAQ
Is it legal for David Rouzer to trade Eaton Vance Tax-Managed Global Diversified Equity Income Fund Eaton Vance Tax-Managed Global Diversified Equity Income Fund Common Shares of Beneficial Interest (EXG) [ST] F ILING S TATUS : New S UBHOLDING O F : 1ST GLOBAL RESEARCH & CONSULTING D ESCRIPTION : American Funds portfolio sold (Rollover IRA) (EXG) stock?
Yes. Members of Congress are allowed to trade individual stocks, including Eaton Vance Tax-Managed Global Diversified Equity Income Fund Eaton Vance Tax-Managed Global Diversified Equity Income Fund Common Shares of Beneficial Interest (EXG) [ST] F ILING S TATUS : New S UBHOLDING O F : 1ST GLOBAL RESEARCH & CONSULTING D ESCRIPTION : American Funds portfolio sold (Rollover IRA) (EXG), but the STOCK Act of 2012 requires them to publicly disclose each transaction within 45 days. Quantellect tracks those disclosures; this page does not imply the trade was improper.
When did David Rouzer buy EXG?
David Rouzer disclosed a purchase of $1,001 - $15,000 of Eaton Vance Tax-Managed Global Diversified Equity Income Fund Eaton Vance Tax-Managed Global Diversified Equity Income Fund Common Shares of Beneficial Interest (EXG) [ST] F ILING S TATUS : New S UBHOLDING O F : 1ST GLOBAL RESEARCH & CONSULTING D ESCRIPTION : American Funds portfolio sold (Rollover IRA) (EXG) on January 14, 2019, according to public STOCK Act filings.
How has EXG performed since David Rouzer's trade?
Since David Rouzer bought EXG on January 14, 2019, the stock is up +6.87%, versus +215.98% for the S&P 500 over the same period, an outperformance of -209.11%.
How many times has David Rouzer traded EXG?
David Rouzer has disclosed 2 EXG trades since 2019. Every disclosed trade is listed on this page.
How soon must members of Congress disclose a trade?
Under the STOCK Act, members of Congress must publicly report a covered transaction within 45 days of the trade. Filings can still be delayed, amended, or contain errors.
Where can I see all congressional EXG trades?
Quantellect tracks every disclosed congressional trade in Eaton Vance Tax-Managed Global Diversified Equity Income Fund Eaton Vance Tax-Managed Global Diversified Equity Income Fund Common Shares of Beneficial Interest (EXG) [ST] F ILING S TATUS : New S UBHOLDING O F : 1ST GLOBAL RESEARCH & CONSULTING D ESCRIPTION : American Funds portfolio sold (Rollover IRA) (EXG) on the Eaton Vance Tax-Managed Global Diversified Equity Income Fund Eaton Vance Tax-Managed Global Diversified Equity Income Fund Common Shares of Beneficial Interest (EXG) [ST] F ILING S TATUS : New S UBHOLDING O F : 1ST GLOBAL RESEARCH & CONSULTING D ESCRIPTION : American Funds portfolio sold (Rollover IRA) congressional trading page, which aggregates filings across all members of Congress.
David Rouzer's EXG tradesAll congressional filings for Eaton Vance Tax-Managed Global Diversified Equity Income Fund Eaton Vance Tax-Managed Global Diversified Equity Income Fund Common Shares of Beneficial Interest (EXG) [ST] F ILING S TATUS : New S UBHOLDING O F : 1ST GLOBAL RESEARCH & CONSULTING D ESCRIPTION : American Funds portfolio sold (Rollover IRA)David Rouzer's full profile
Not investment advice. Congressional trading data is sourced from public STOCK Act disclosures, which are filed with a delay and may contain errors or be revised. Estimated prices and post-trade returns are derived algorithmically from public filings and end-of-day market data and describe historical activity, not a recommendation. Always do your own research and consult a licensed financial advisor before making investment decisions.