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

Calton & Associates’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
2018
Q1 		– Sell
-419
Closed -$5K – 617
2017
Q4 		$5K Buy
+419
New +$4.97K ﹤0.01% 1241

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AWMS
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Calton & Associates's ETY Position: Q1 2018 in Review

Calton & Associates sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q1 2018, closing a stake of 419 shares — an estimated $5K sold.

Calton & Associates first reported a position in ETY in Q4 2017 and held it in 1 quarter. The position peaked at $5K in Q4 2017. 109 funds tracked by Wall St. Rank hold ETY as of Q1 2018.

  • Calton & Associates reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 419 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q1 2018, an estimated $5K.
  • Calton & Associates first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $5K in Q4 2017.
  • 109 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.