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

Altus Wealth Group’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
2021
Q1 		– Sell
-1,731
Closed -$21K – 373
2020
Q4 		$21K Buy
+1,731
New +$20.1K 0.02% 356

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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
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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

Altus Wealth Group's ETY Position: Q1 2021 in Review

Altus Wealth Group sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q1 2021, closing a stake of 1,731 shares — an estimated $21K sold.

Altus Wealth Group first reported a position in ETY in Q4 2020 and held it in 1 quarter. The position peaked at $21K in Q4 2020. 154 funds tracked by Wall St. Rank hold ETY as of Q1 2021.

  • Altus Wealth Group reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q1 2021 after selling out during the quarter.
  • Altus Wealth Group sold 1,731 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q1 2021, an estimated $21K.
  • Altus Wealth Group first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q4 2020 and held it in 1 quarter.
  • Altus Wealth Group's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $21K in Q4 2020.
  • 154 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.