Atwood & Palmer’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

Atwood & Palmer’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
2023 Q1	–	Sell	-4,050	Closed	-$30.6K	–	378
2022 Q4	$30.6K	Hold	4,050	–	–	﹤0.01%	250
2022 Q3	$29K	Hold	4,050	–	–	﹤0.01%	235
2022 Q2	$31K	Hold	4,050	–	–	﹤0.01%	250
2022 Q1	$39K	Hold	4,050	–	–	﹤0.01%	249
2021 Q4	$43K	Buy	+4,050	New	+$42.2K	﹤0.01%	243

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

FAM

Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

RJA

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Atwood & Palmer's EXG Position: Q1 2023 in Review

Atwood & Palmer sold out of Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q1 2023, closing a stake of 4,050 shares — an estimated $30.6K sold.

Atwood & Palmer first reported a position in EXG in Q4 2021 and held it in 5 quarters. The position peaked at $43K in Q4 2021. 230 funds tracked by Wall St. Rank hold EXG as of Q1 2023.

Atwood & Palmer reported no remaining Eaton Vance Tax-Managed Global Diversified Equity Income Fund position as of Q1 2023 after selling out during the quarter.
Atwood & Palmer sold 4,050 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q1 2023, an estimated $30.6K.
Atwood & Palmer first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q4 2021 and held it in 5 quarters.
Atwood & Palmer's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $43K in Q4 2021.
230 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q1 2023.

Based on Atwood & Palmer's 13F filing for Q1 2023, filed 21 Apr 2023.