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Oder Investment Management’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

Oder Investment Management’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
2021
Q1 		– Sell
-901
Closed -$8K – 217
2020
Q4 		$8K Buy
+901
New +$7.29K 0.01% 370

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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
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Oder Investment Management's EXG Position: Q1 2021 in Review

Oder Investment Management sold out of Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q1 2021, closing a stake of 901 shares — an estimated $8K sold.

Oder Investment Management first reported a position in EXG in Q4 2020 and held it in 1 quarter. The position peaked at $8K in Q4 2020. 185 funds tracked by Wall St. Rank hold EXG as of Q1 2021.

  • Oder Investment Management reported no remaining Eaton Vance Tax-Managed Global Diversified Equity Income Fund position as of Q1 2021 after selling out during the quarter.
  • Oder Investment Management sold 901 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q1 2021, an estimated $8K.
  • Oder Investment Management first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q4 2020 and held it in 1 quarter.
  • Oder Investment Management's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $8K in Q4 2020.
  • 185 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q1 2021.

Based on Oder Investment Management's 13F filing for Q1 2021, filed 10 May 2021.