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

Argent Wealth 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
Q2 		$320K Hold
28,379
– – 0.05% 138
2020
Q1 		$267K Sell
28,379
-31,567
-53% -$363K 0.05% 138
2019
Q4 		$751K Buy
+59,946
New +$729K 0.13% 97

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KIM
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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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Argent Wealth Management's ETY Position: Q2 2020 in Review

Argent Wealth Management held its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) position steady in Q2 2020 at 28,379 shares worth $320K. The position accounts for 0.05% of the portfolio, ranked #138.

Argent Wealth Management first reported a position in ETY in Q4 2019 and has held it in 3 quarters since. The position peaked at $751K in Q4 2019. 146 funds tracked by Wall St. Rank hold ETY as of Q2 2020.

  • Argent Wealth Management held 28,379 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $320K as of Q2 2020.
  • Argent Wealth Management left its Eaton Vance Tax-Managed Diversified Equity Income Fund share count unchanged in Q2 2020.
  • Eaton Vance Tax-Managed Diversified Equity Income Fund made up 0.05% of Argent Wealth Management's portfolio in Q2 2020, its #138 holding.
  • Argent Wealth Management first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q4 2019 and has held it in 3 quarters since.
  • Argent Wealth Management's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $751K in Q4 2019.
  • 146 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2020.

Based on Argent Wealth Management's 13F filing for Q2 2020, filed 17 Aug 2020.