HGA
EXG icon

Hobbs Group Advisors’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

Hobbs Group Advisors’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
Q4 		– Sell
-2,916
Closed -$25.4K – 313
2024
Q3 		$25.4K Hold
2,916
– – 0.01% 310
2024
Q2 		$24.6K Buy
+2,916
New +$23.9K 0.01% 286
2023
Q4 		$22.5K Buy
+2,916
New +$21.7K 0.01% 276

Other funds holding EXG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Hobbs Group Advisors's EXG Position: Q4 2024 in Review

Hobbs Group Advisors sold out of Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q4 2024, closing a stake of 2,916 shares — an estimated $25.4K sold.

Hobbs Group Advisors first reported a position in EXG in Q4 2023 and held it in 3 quarters. The position peaked at $25.4K in Q3 2024. 276 funds tracked by Wall St. Rank hold EXG as of Q4 2024.

  • Hobbs Group Advisors reported no remaining Eaton Vance Tax-Managed Global Diversified Equity Income Fund position as of Q4 2024 after selling out during the quarter.
  • Hobbs Group Advisors sold 2,916 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q4 2024, an estimated $25.4K.
  • Hobbs Group Advisors first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q4 2023 and held it in 3 quarters.
  • Hobbs Group Advisors's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $25.4K in Q3 2024.
  • 276 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q4 2024.

Based on Hobbs Group Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.