BOK Financial’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

BOK Financial’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
2025 Q2	–	Sell	-3,000	Closed	-$42.8K	–	1201
2025 Q1	$42.8K	Buy	+3,000	New	+$45K	﹤0.01%	845
2020 Q4	–	Sell	-14,186	Closed	-$154K	–	912
2020 Q3	$154K	Hold	14,186	–	–	﹤0.01%	827
2020 Q2	$153K	Sell	14,186 -650	-4%	-$6.73K	﹤0.01%	821
2020 Q1	$138K	Buy	14,836 +650	+5%	+$7.47K	﹤0.01%	786
2019 Q4	$178K	Hold	14,186	–	–	﹤0.01%	899
2019 Q3	$169K	Buy	+14,186	New	+$169K	﹤0.01%	867
2017 Q3	–	Sell	-15,260	Closed	-$172K	–	1142
2017 Q2	$172K	Buy	+15,260	New	+$173K	0.01%	839

Other funds holding ETY

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BOK Financial's ETY Position: Q2 2025 in Review

BOK Financial sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q2 2025, closing a stake of 3,000 shares — an estimated $42.8K sold.

BOK Financial first reported a position in ETY in Q2 2017 and held it in 7 quarters. The position peaked at $178K in Q4 2019. 190 funds tracked by Wall St. Rank hold ETY as of Q2 2025.

BOK Financial reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q2 2025 after selling out during the quarter.
BOK Financial sold 3,000 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q2 2025, an estimated $42.8K.
BOK Financial first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q2 2017 and held it in 7 quarters.
BOK Financial's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $178K in Q4 2019.
190 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2025.

Based on BOK Financial's 13F filing for Q2 2025, filed 12 Aug 2025.