BWM
ETY icon

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

Baystate 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
2023
Q4 		$18.5K Buy
+1,520
New +$17.6K ﹤0.01% 573

Other funds holding ETY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baystate Wealth Management's ETY Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q4 2023: 1,520 shares worth $18.5K. The stake represents ﹤0.01% of the portfolio and ranks #573 among its holdings.

173 funds tracked by Wall St. Rank hold ETY as of Q4 2023.

  • Baystate Wealth Management held 1,520 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $18.5K as of Q4 2023.
  • Eaton Vance Tax-Managed Diversified Equity Income Fund was a new Baystate Wealth Management position in Q4 2023.
  • Eaton Vance Tax-Managed Diversified Equity Income Fund made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #573 holding.
  • 173 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.