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

Arcadia 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
2020 Q3	–	Sell	-3,000	Closed	-$32K	–	279
2020 Q2	$32K	Hold	3,000	–	–	0.01%	209
2020 Q1	$28K	Hold	3,000	–	–	0.01%	221
2019 Q4	$38K	Hold	3,000	–	–	0.01%	214
2019 Q3	$36K	Hold	3,000	–	–	0.01%	216
2019 Q2	$36K	Buy	+3,000	New	+$35.2K	0.01%	224

Other funds holding ETY

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

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

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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Arcadia Investment Management's ETY Position: Q3 2020 in Review

Arcadia Investment Management sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q3 2020, closing a stake of 3,000 shares — an estimated $32K sold.

Arcadia Investment Management first reported a position in ETY in Q2 2019 and held it in 5 quarters. The position peaked at $38K in Q4 2019. 144 funds tracked by Wall St. Rank hold ETY as of Q3 2020.

Arcadia Investment Management reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q3 2020 after selling out during the quarter.
Arcadia Investment Management sold 3,000 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q3 2020, an estimated $32K.
Arcadia Investment Management first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q2 2019 and held it in 5 quarters.
Arcadia Investment Management's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $38K in Q4 2019.
144 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q3 2020.

Based on Arcadia Investment Management's 13F filing for Q3 2020, filed 12 Nov 2020.