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

Kingsbury Capital Investment 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
2022 Q3	$190K	Buy	26,238 +366	+1%	+$3.05K	0.29%	64
2022 Q2	$199K	Sell	25,872 -1,458	-5%	-$12.6K	0.27%	75
2022 Q1	$265K	Buy	+27,330	New	+$264K	0.29%	71

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

FAM

Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kingsbury Capital Investment Advisors's EXG Position: Q3 2022 in Review

Kingsbury Capital Investment Advisors increased its Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) stake by 1.4% in Q3 2022, buying an estimated $3.05K and bringing the position to 26,238 shares worth $190K. The position accounts for 0.29% of the portfolio, ranked #64.

Kingsbury Capital Investment Advisors first reported a position in EXG in Q1 2022 and has held it in 3 quarters since. The position peaked at $265K in Q1 2022. 208 funds tracked by Wall St. Rank hold EXG as of Q3 2022.

Kingsbury Capital Investment Advisors held 26,238 shares of Eaton Vance Tax-Managed Global Diversified Equity Income Fund worth $190K as of Q3 2022.
Kingsbury Capital Investment Advisors bought 366 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q3 2022, an estimated $3.05K.
Eaton Vance Tax-Managed Global Diversified Equity Income Fund made up 0.29% of Kingsbury Capital Investment Advisors's portfolio in Q3 2022, its #64 holding.
Kingsbury Capital Investment Advisors first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q1 2022 and has held it in 3 quarters since.
Kingsbury Capital Investment Advisors's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $265K in Q1 2022.
208 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q3 2022.

Based on Kingsbury Capital Investment Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.