Gradient Investments’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

Gradient Investments’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	-14,000	Closed	-$106K	–	1553
2022 Q4	$106K	Hold	14,000	–	–	﹤0.01%	381
2022 Q3	$102K	Hold	14,000	–	–	﹤0.01%	368
2022 Q2	$108K	Hold	14,000	–	–	﹤0.01%	368
2022 Q1	$136K	Hold	14,000	–	–	﹤0.01%	333
2021 Q4	$149K	Hold	14,000	–	–	﹤0.01%	310
2021 Q3	$140K	Hold	14,000	–	–	﹤0.01%	323
2021 Q2	$143K	Hold	14,000	–	–	﹤0.01%	320
2021 Q1	$130K	Buy	+14,000	New	+$126K	﹤0.01%	325
2015 Q1	–	Sell	-137	Closed	-$1K	–	665
2014 Q4	$1K	Buy	+137	New	+$1.34K	﹤0.01%	519

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

Gradient Investments's EXG Position: Q1 2023 in Review

Gradient Investments sold out of Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q1 2023, closing a stake of 14,000 shares — an estimated $106K sold.

Gradient Investments first reported a position in EXG in Q4 2014 and held it in 9 quarters. The position peaked at $149K in Q4 2021. 230 funds tracked by Wall St. Rank hold EXG as of Q1 2023.

Gradient Investments reported no remaining Eaton Vance Tax-Managed Global Diversified Equity Income Fund position as of Q1 2023 after selling out during the quarter.
Gradient Investments sold 14,000 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q1 2023, an estimated $106K.
Gradient Investments first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q4 2014 and held it in 9 quarters.
Gradient Investments's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $149K 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 Gradient Investments's 13F filing for Q1 2023, filed 17 Apr 2023.