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

Capital Planning Advisors’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
2022 Q3	–	Sell	-11,827	Closed	-$134K	–	127
2022 Q2	$134K	Hold	11,827	–	–	0.04%	129
2022 Q1	$165K	Hold	11,827	–	–	0.04%	160
2021 Q4	$178K	Hold	11,827	–	–	0.03%	158
2021 Q3	$165K	Hold	11,827	–	–	0.03%	145
2021 Q2	$166K	Sell	11,827 -3,827	-24%	-$52K	0.03%	147
2021 Q1	$200K	Buy	+15,654	New	+$196K	0.04%	130

Other funds holding ETY

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MPCG

Matrix Private Capital Group New York $207M AUM 16.87% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Capital Planning Advisors's ETY Position: Q3 2022 in Review

Capital Planning Advisors sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q3 2022, closing a stake of 11,827 shares — an estimated $134K sold.

Capital Planning Advisors first reported a position in ETY in Q1 2021 and held it in 6 quarters. The position peaked at $200K in Q1 2021. 165 funds tracked by Wall St. Rank hold ETY as of Q3 2022.

Capital Planning Advisors reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q3 2022 after selling out during the quarter.
Capital Planning Advisors sold 11,827 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q3 2022, an estimated $134K.
Capital Planning Advisors first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q1 2021 and held it in 6 quarters.
Capital Planning Advisors's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $200K in Q1 2021.
165 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q3 2022.

Based on Capital Planning Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.