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

Wintrust Investments’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
2024
Q4 		$13K Buy
+1,703
New +$14.4K 0.01% 408

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
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wintrust Investments's EXG Position: Q4 2024 in Review

Wintrust Investments opened a new position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q4 2024: 1,703 shares worth $13K. The stake represents 0.01% of the portfolio and ranks #408 among its holdings.

276 funds tracked by Wall St. Rank hold EXG as of Q4 2024.

  • Wintrust Investments held 1,703 shares of Eaton Vance Tax-Managed Global Diversified Equity Income Fund worth $13K as of Q4 2024.
  • Eaton Vance Tax-Managed Global Diversified Equity Income Fund was a new Wintrust Investments position in Q4 2024.
  • Eaton Vance Tax-Managed Global Diversified Equity Income Fund made up 0.01% of Wintrust Investments's portfolio in Q4 2024, its #408 holding.
  • 276 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.