Atwood & Palmer’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Atwood & Palmer’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
2023 Q1	–	Sell	-3,500	Closed	-$38K	–	377
2022 Q4	$38K	Hold	3,500	–	–	﹤0.01%	229
2022 Q3	$38K	Hold	3,500	–	–	﹤0.01%	212
2022 Q2	$40K	Hold	3,500	–	–	﹤0.01%	227
2022 Q1	$49K	Hold	3,500	–	–	﹤0.01%	224
2021 Q4	$53K	Buy	+3,500	New	+$51.1K	﹤0.01%	227

Other funds holding ETY

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

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

MPCG

Matrix Private Capital Group New York $207M AUM 16.87% 1-Year Est. Return

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

Atwood & Palmer's ETY Position: Q1 2023 in Review

Atwood & Palmer sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q1 2023, closing a stake of 3,500 shares — an estimated $38K sold.

Atwood & Palmer first reported a position in ETY in Q4 2021 and held it in 5 quarters. The position peaked at $53K in Q4 2021. 170 funds tracked by Wall St. Rank hold ETY as of Q1 2023.

Atwood & Palmer reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q1 2023 after selling out during the quarter.
Atwood & Palmer sold 3,500 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q1 2023, an estimated $38K.
Atwood & Palmer first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q4 2021 and held it in 5 quarters.
Atwood & Palmer's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $53K in Q4 2021.
170 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q1 2023.

Based on Atwood & Palmer's 13F filing for Q1 2023, filed 21 Apr 2023.