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

Ironwood Financial’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 Q1	–	Sell	-5,000	Closed	-$44K	–	360
2019 Q4	$44K	Hold	5,000	–	–	0.02%	121
2019 Q3	$41K	Hold	5,000	–	–	0.02%	134
2019 Q2	$41K	Hold	5,000	–	–	0.02%	132
2019 Q1	$41K	Hold	5,000	–	–	0.02%	124
2018 Q4	$37K	Buy	+5,000	New	+$42.6K	0.02%	124

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

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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

Ironwood Financial's EXG Position: Q1 2020 in Review

Ironwood Financial sold out of Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q1 2020, closing a stake of 5,000 shares — an estimated $44K sold.

Ironwood Financial first reported a position in EXG in Q4 2018 and held it in 5 quarters. The position peaked at $44K in Q4 2019. 163 funds tracked by Wall St. Rank hold EXG as of Q1 2020.

Ironwood Financial reported no remaining Eaton Vance Tax-Managed Global Diversified Equity Income Fund position as of Q1 2020 after selling out during the quarter.
Ironwood Financial sold 5,000 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q1 2020, an estimated $44K.
Ironwood Financial first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q4 2018 and held it in 5 quarters.
Ironwood Financial's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $44K in Q4 2019.
163 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q1 2020.

Based on Ironwood Financial's 13F filing for Q1 2020, filed 27 Apr 2020.