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Advisor Partners II’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Advisor Partners II’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
2022
Q4 		– Sell
-14,800
Closed -$161K – 948
2022
Q3 		$161K Buy
+14,800
New +$183K 0.01% 781

Other funds holding ETY

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
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

Advisor Partners II's ETY Position: Q4 2022 in Review

Advisor Partners II sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q4 2022, closing a stake of 14,800 shares — an estimated $161K sold.

Advisor Partners II first reported a position in ETY in Q3 2022 and held it in 1 quarter. The position peaked at $161K in Q3 2022. 175 funds tracked by Wall St. Rank hold ETY as of Q4 2022.

  • Advisor Partners II reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q4 2022 after selling out during the quarter.
  • Advisor Partners II sold 14,800 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q4 2022, an estimated $161K.
  • Advisor Partners II first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q3 2022 and held it in 1 quarter.
  • Advisor Partners II's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $161K in Q3 2022.
  • 175 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q4 2022.

Based on Advisor Partners II's 13F filing for Q4 2022, filed 14 Feb 2023.