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Accurate Investment Solutions’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Accurate Investment Solutions’s Portfolio ETY Stock Details ETY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-1,826
Closed -$22K – 374
2019
Q2 		$22K Buy
1,826
+39
+2% +$458 0.02% 163
2019
Q1 		$20K Buy
1,787
+39
+2% +$432 0.02% 160
2018
Q4 		$18K Buy
+1,748
New +$20.1K 0.02% 160

Other funds holding ETY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Accurate Investment Solutions's ETY Position: Q3 2019 in Review

Accurate Investment Solutions sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q3 2019, closing a stake of 1,826 shares — an estimated $22K sold.

Accurate Investment Solutions first reported a position in ETY in Q4 2018 and held it in 3 quarters. The position peaked at $22K in Q2 2019. 121 funds tracked by Wall St. Rank hold ETY as of Q3 2019.

  • Accurate Investment Solutions reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q3 2019 after selling out during the quarter.
  • Accurate Investment Solutions sold 1,826 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q3 2019, an estimated $22K.
  • Accurate Investment Solutions first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q4 2018 and held it in 3 quarters.
  • Accurate Investment Solutions's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $22K in Q2 2019.
  • 121 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q3 2019.

Based on Accurate Investment Solutions's 13F filing for Q3 2019, filed 10 Oct 2019.