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Godsey & Gibb Inc’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

Godsey & Gibb Inc’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
2024
Q2 		– Sell
-500
Closed -$4.08K – 413
2024
Q1 		$4.08K Buy
+500
New +$3.95K ﹤0.01% 325

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CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Godsey & Gibb Inc's EXG Position: Q2 2024 in Review

Godsey & Gibb Inc sold out of Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q2 2024, closing a stake of 500 shares — an estimated $4.08K sold.

Godsey & Gibb Inc first reported a position in EXG in Q1 2024 and held it in 1 quarter. The position peaked at $4.08K in Q1 2024. 250 funds tracked by Wall St. Rank hold EXG as of Q2 2024.

  • Godsey & Gibb Inc reported no remaining Eaton Vance Tax-Managed Global Diversified Equity Income Fund position as of Q2 2024 after selling out during the quarter.
  • Godsey & Gibb Inc sold 500 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q2 2024, an estimated $4.08K.
  • Godsey & Gibb Inc first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q1 2024 and held it in 1 quarter.
  • Godsey & Gibb Inc's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $4.08K in Q1 2024.
  • 250 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q2 2024.

Based on Godsey & Gibb Inc's 13F filing for Q2 2024, filed 23 Jul 2024.