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

Accurate Wealth Management’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
2023 Q1	–	Sell	-9,595	Closed	-$107K	–	622
2022 Q4	$107K	Buy	+9,595	New	+$110K	0.04%	303
2022 Q3	–	Sell	-10,065	Closed	-$114K	–	194
2022 Q2	$114K	Hold	10,065	–	–	0.06%	152
2022 Q1	$141K	Hold	10,065	–	–	0.06%	170
2021 Q4	$151K	Hold	10,065	–	–	0.12%	139
2021 Q3	$140K	Hold	10,065	–	–	0.12%	136
2021 Q2	$142K	Buy	+10,065	New	+$137K	0.12%	130

Other funds holding ETY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MPCG

Matrix Private Capital Group New York $207M AUM 16.87% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Accurate Wealth Management's ETY Position: Q1 2023 in Review

Accurate Wealth Management sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q1 2023, closing a stake of 9,595 shares — an estimated $107K sold.

Accurate Wealth Management first reported a position in ETY in Q2 2021 and held it in 6 quarters. The position peaked at $151K in Q4 2021. 170 funds tracked by Wall St. Rank hold ETY as of Q1 2023.

Accurate Wealth Management reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q1 2023 after selling out during the quarter.
Accurate Wealth Management sold 9,595 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q1 2023, an estimated $107K.
Accurate Wealth Management first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q2 2021 and held it in 6 quarters.
Accurate Wealth Management's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $151K in Q4 2021.
170 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.