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

Windsor Capital 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
2015
Q4 		– Sell
-700
Closed -$5K – 190
2015
Q3 		$5K Buy
+700
New +$6.59K ﹤0.01% 405

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Cohen & Steers
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AAM
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1832 Asset Management
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
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Windsor Capital Management's EXG Position: Q4 2015 in Review

Windsor Capital Management sold out of Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q4 2015, closing a stake of 700 shares — an estimated $5K sold.

Windsor Capital Management first reported a position in EXG in Q3 2015 and held it in 1 quarter. The position peaked at $5K in Q3 2015. 135 funds tracked by Wall St. Rank hold EXG as of Q4 2015.

  • Windsor Capital Management reported no remaining Eaton Vance Tax-Managed Global Diversified Equity Income Fund position as of Q4 2015 after selling out during the quarter.
  • Windsor Capital Management sold 700 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q4 2015, an estimated $5K.
  • Windsor Capital Management first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q3 2015 and held it in 1 quarter.
  • Windsor Capital Management's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $5K in Q3 2015.
  • 135 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q4 2015.

Based on Windsor Capital Management's 13F filing for Q4 2015, filed 1 Feb 2016.