I2I
EXG icon

Insight 2811 Inc’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

Insight 2811 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
2020
Q3 		– Sell
-12,500
Closed -$93K – 67
2020
Q2 		$93K Buy
+12,500
New +$86.7K 0.06% 63

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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Insight 2811 Inc's EXG Position: Q3 2020 in Review

Insight 2811 Inc sold out of Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q3 2020, closing a stake of 12,500 shares — an estimated $93K sold.

Insight 2811 Inc first reported a position in EXG in Q2 2020 and held it in 1 quarter. The position peaked at $93K in Q2 2020. 169 funds tracked by Wall St. Rank hold EXG as of Q3 2020.

  • Insight 2811 Inc reported no remaining Eaton Vance Tax-Managed Global Diversified Equity Income Fund position as of Q3 2020 after selling out during the quarter.
  • Insight 2811 Inc sold 12,500 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q3 2020, an estimated $93K.
  • Insight 2811 Inc first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q2 2020 and held it in 1 quarter.
  • Insight 2811 Inc's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $93K in Q2 2020.
  • 169 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q3 2020.

Based on Insight 2811 Inc's 13F filing for Q3 2020, filed 20 Oct 2020.