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

Anchor Investment 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
2019 Q3	–	Sell	-2,000	Closed	-$24K	–	809
2019 Q2	$24K	Hold	2,000	–	–	0.01%	540
2019 Q1	$22.6K	Hold	2,000	–	–	0.01%	543
2018 Q4	$20.4K	Hold	2,000	–	–	0.01%	541
2018 Q3	$25.7K	Hold	2,000	–	–	0.01%	544
2018 Q2	$24.2K	Hold	2,000	–	–	0.01%	561
2018 Q1	$23.1K	Hold	2,000	–	–	0.01%	559
2017 Q4	$24.4K	Hold	2,000	–	–	0.01%	552
2017 Q3	$23.3K	Buy	+2,000	New	+$22.8K	0.01%	543

Other funds holding ETY

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

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

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

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

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 Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Anchor Investment Management's ETY Position: Q3 2019 in Review

Anchor Investment Management sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q3 2019, closing a stake of 2,000 shares — an estimated $24K sold.

Anchor Investment Management first reported a position in ETY in Q3 2017 and held it in 8 quarters. The position peaked at $25.7K in Q3 2018. 121 funds tracked by Wall St. Rank hold ETY as of Q3 2019.

Anchor Investment Management reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q3 2019 after selling out during the quarter.
Anchor Investment Management sold 2,000 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q3 2019, an estimated $24K.
Anchor Investment Management first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q3 2017 and held it in 8 quarters.
Anchor Investment Management's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $25.7K in Q3 2018.
121 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q3 2019.

Based on Anchor Investment Management's 13F filing for Q3 2019, filed 2 Jan 2024.