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

Advocacy Wealth Management Services’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
2020
Q1 		– Sell
-2,021
Closed -$25K – 122
2019
Q4 		$25K Sell
2,021
-593,429
-100% -$7.22M 0.01% 85
2019
Q3 		$7.09M Sell
595,450
-8,648
-1% -$103K 4.73% 8
2019
Q2 		$7.24M Buy
604,098
+24,800
+4% +$291K 5.24% 5
2019
Q1 		$6.59M Sell
579,298
-1,643,257
-74% -$18.2M 7.18% 3
2018
Q4 		$22.7M Sell
2,222,555
-110,353
-5% -$1.27M 17.08% 3
2018
Q3 		$30M Buy
2,332,908
+78,041
+3% +$989K 18.39% 2
2018
Q2 		$27.3M Buy
2,254,867
+72,490
+3% +$883K 17.94% 2
2018
Q1 		$25.3M Buy
2,182,377
+77,299
+4% +$927K 17.34% 2
2017
Q4 		$25.7M Buy
2,105,078
+575,103
+38% +$6.82M 17.68% 2
2017
Q3 		$17.8M Buy
1,529,975
+198,675
+15% +$2.27M 7.14% 6
2017
Q2 		$15M Buy
1,331,300
+59,751
+5% +$677K 5.38% 5
2017
Q1 		$14.1M Buy
1,271,549
+367,958
+41% +$3.98M 4.91% 10
2016
Q4 		$9.35M Buy
903,591
+105,251
+13% +$1.09M 2.81% 12
2016
Q3 		$8.55M Buy
798,340
+244,217
+44% +$2.61M 3.31% 16
2016
Q2 		$5.77M Buy
554,123
+208,207
+60% +$2.18M 2.91% 17
2016
Q1 		$3.69M Buy
345,916
+256,810
+288% +$2.64M 2.56% 15
2015
Q4 		$998K Buy
+89,106
New +$999K 1.13% 20

Other funds holding ETY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Advocacy Wealth Management Services's ETY Position: Q1 2020 in Review

Advocacy Wealth Management Services sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q1 2020, closing a stake of 2,021 shares — an estimated $25K sold.

Advocacy Wealth Management Services first reported a position in ETY in Q4 2015 and held it in 17 quarters. The position peaked at $30M in Q3 2018. 142 funds tracked by Wall St. Rank hold ETY as of Q1 2020.

  • Advocacy Wealth Management Services reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q1 2020 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 2,021 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q1 2020, an estimated $25K.
  • Advocacy Wealth Management Services first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q4 2015 and held it in 17 quarters.
  • Advocacy Wealth Management Services's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $30M in Q3 2018.
  • 142 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q1 2020.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2020, filed 2 Apr 2020.