C2C Wealth Management
ETY icon

C2C Wealth Management’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

C2C 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
2026
Q3 		$3.21M Sell
228,594
-1,500
-0.7% -$21.6K 2.5% 10
2026
Q2 		$3.35M Hold
230,094
– – 2.62% 10
2026
Q1 		$3.17M Sell
230,094
-3,500
-1% -$51.7K 2.68% 10
2025
Q4 		$3.58M Hold
233,594
– – 3.02% 9
2025
Q3 		$3.71M Sell
233,594
-4,500
-2% -$70.8K 3.19% 9
2025
Q2 		$3.68M Sell
238,094
-5,300
-2% -$76K 3.34% 9
2025
Q1 		$3.47M Sell
243,394
-2,000
-0.8% -$30K 3.26% 9
2024
Q4 		$3.67M Sell
245,394
-2,000
-0.8% -$29.8K 3.4% 9
2024
Q3 		$3.59M Buy
247,394
+500
+0.2% +$7.02K 3.35% 9
2024
Q2 		$3.47M Sell
246,894
-500
-0.2% -$6.75K 3.39% 8
2024
Q1 		$3.31M Hold
247,394
– – 3.28% 9
2023
Q4 		$3M Buy
247,394
+3,000
+1% +$34.7K 2.55% 8
2023
Q3 		$2.84M Buy
244,394
+10,500
+4% +$127K 0.4% 20
2023
Q2 		$2.93M Buy
233,894
+16,000
+7% +$188K 0.39% 23
2023
Q1 		$2.51M Buy
217,894
+4,500
+2% +$52K 0.4% 26
2022
Q4 		$2.41M Sell
213,394
-2,900
-1% -$33.3K 0.42% 24
2022
Q3 		$2.5M Buy
216,294
+6,250
+3% +$77.2K 0.49% 20
2022
Q2 		$2.62M Buy
210,044
+16,210
+8% +$201K 0.48% 24
2022
Q1 		$2.64M Buy
193,834
+23,000
+13% +$321K 0.45% 29
2021
Q4 		$2.57M Buy
+170,834
New +$2.5M 0.37% 32

Other funds holding ETY

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
RFG Advisory
RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return
Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return
Pathway Financial Advisers
Pathway Financial Advisers Auburn, Indiana $399M AUM 23.1% 1-Year Est. Return
Shaker Financial Services
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Parsons Capital Management
Parsons Capital Management Providence, Rhode Island $2.29B AUM 21.99% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

C2C Wealth Management's ETY Position: Q3 2026 in Review

C2C Wealth Management reduced its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) stake by 0.65% in Q3 2026, selling an estimated $21.6K and leaving 228,594 shares worth $3.21M. The position accounts for 2.5% of the portfolio, ranked #10.

C2C Wealth Management first reported a position in ETY in Q4 2021 and has held it in 20 quarters since. The position peaked at $3.71M in Q3 2025. 84 funds tracked by Wall St. Rank hold ETY as of Q3 2026.

  • C2C Wealth Management held 228,594 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $3.21M as of Q3 2026.
  • C2C Wealth Management sold 1,500 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q3 2026, an estimated $21.6K.
  • Eaton Vance Tax-Managed Diversified Equity Income Fund made up 2.5% of C2C Wealth Management's portfolio in Q3 2026, its #10 holding.
  • C2C Wealth Management first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q4 2021 and has held it in 20 quarters since.
  • C2C Wealth Management's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $3.71M in Q3 2025.
  • 84 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q3 2026.

Based on C2C Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.