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Capital Market Strategies’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Capital Market Strategies’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
2024
Q4 		– Sell
-11,274
Closed -$165K – 160
2024
Q3 		$165K Hold
11,274
– – 0.1% 145
2024
Q2 		$158K Hold
11,274
– – 0.1% 145
2024
Q1 		$151K Sell
11,274
-2,254
-17% -$28.7K 0.11% 140
2023
Q4 		$165K Buy
13,528
+374
+3% +$4.33K 0.14% 142
2023
Q3 		$150K Hold
13,154
– – 0.15% 136
2023
Q2 		$164K Buy
+13,154
New +$155K 0.15% 136
2023
Q1 		– Sell
-13,154
Closed -$143K – 65
2022
Q4 		$143K Sell
13,154
-300
-2% -$3.45K 0.15% 133
2022
Q3 		$146K Hold
13,454
– – 0.16% 126
2022
Q2 		$152K Hold
13,454
– – 0.16% 133
2022
Q1 		$188K Hold
13,454
– – 0.16% 147
2021
Q4 		$202K Buy
+13,454
New +$197K 0.17% 143

Other funds holding ETY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $5.44B AUM 13.64% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
MPCG
Matrix Private Capital Group New York $207M AUM 16.87% 1-Year Est. Return