Atlas Private Wealth Advisors’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Atlas Private Wealth Advisors’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 Q4	–	Sell	-3,350	Closed	-$47K	–	329
2021 Q3	$47K	Hold	3,350	–	–	0.02%	241
2021 Q2	$47K	Hold	3,350	–	–	0.03%	236
2021 Q1	$43K	Hold	3,350	–	–	0.02%	246
2020 Q4	$41K	Hold	3,350	–	–	0.03%	243
2020 Q3	$36K	Hold	3,350	–	–	0.03%	241
2020 Q2	$36K	Buy	+3,350	New	+$34.7K	0.03%	243

Other funds holding ETY

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

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

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

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

Atlas Private Wealth Advisors's ETY Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q4 2021, closing a stake of 3,350 shares — an estimated $47K sold.

Atlas Private Wealth Advisors first reported a position in ETY in Q2 2020 and held it in 6 quarters. The position peaked at $47K in Q3 2021. 158 funds tracked by Wall St. Rank hold ETY as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 3,350 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q4 2021, an estimated $47K.
Atlas Private Wealth Advisors first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $47K in Q3 2021.
158 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.