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Koesten Hirschmann & Crabtree’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

Koesten Hirschmann & Crabtree’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
2023
Q4 		– Sell
-1,000
Closed -$7.37K – 189
2023
Q3 		$7.37K Buy
+1,000
New +$7.79K 0.01% 120

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Koesten Hirschmann & Crabtree's EXG Position: Q4 2023 in Review

Koesten Hirschmann & Crabtree sold out of Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q4 2023, closing a stake of 1,000 shares — an estimated $7.37K sold.

Koesten Hirschmann & Crabtree first reported a position in EXG in Q3 2023 and held it in 1 quarter. The position peaked at $7.37K in Q3 2023. 245 funds tracked by Wall St. Rank hold EXG as of Q4 2023.

  • Koesten Hirschmann & Crabtree reported no remaining Eaton Vance Tax-Managed Global Diversified Equity Income Fund position as of Q4 2023 after selling out during the quarter.
  • Koesten Hirschmann & Crabtree sold 1,000 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q4 2023, an estimated $7.37K.
  • Koesten Hirschmann & Crabtree first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q3 2023 and held it in 1 quarter.
  • Koesten Hirschmann & Crabtree's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $7.37K in Q3 2023.
  • 245 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q4 2023.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q4 2023, filed 14 Feb 2024.