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

Inscription Capital’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
2019
Q2 		– Sell
-5,000
Closed -$41K – 147
2019
Q1 		$41K Hold
5,000
– – 0.02% 196
2018
Q4 		$37K Buy
+5,000
New +$42.6K 0.02% 210

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
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Inscription Capital's EXG Position: Q2 2019 in Review

Inscription Capital sold out of Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q2 2019, closing a stake of 5,000 shares — an estimated $41K sold.

Inscription Capital first reported a position in EXG in Q4 2018 and held it in 2 quarters. The position peaked at $41K in Q1 2019. 156 funds tracked by Wall St. Rank hold EXG as of Q2 2019.

  • Inscription Capital reported no remaining Eaton Vance Tax-Managed Global Diversified Equity Income Fund position as of Q2 2019 after selling out during the quarter.
  • Inscription Capital sold 5,000 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q2 2019, an estimated $41K.
  • Inscription Capital first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q4 2018 and held it in 2 quarters.
  • Inscription Capital's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $41K in Q1 2019.
  • 156 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q2 2019.

Based on Inscription Capital's 13F filing for Q2 2019, filed 14 Aug 2019.