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Gerber Kawasaki Wealth & Investment Management’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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
2021
Q4 		– Sell
-2,293
Closed -$22K – 541
2021
Q3 		$22K Buy
+2,293
New +$23.9K ﹤0.01% 483

Other funds holding EXG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's EXG Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q4 2021, closing a stake of 2,293 shares — an estimated $22K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in EXG in Q3 2021 and held it in 1 quarter. The position peaked at $22K in Q3 2021. 207 funds tracked by Wall St. Rank hold EXG as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Eaton Vance Tax-Managed Global Diversified Equity Income Fund position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 2,293 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q4 2021, an estimated $22K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $22K in Q3 2021.
  • 207 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.