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

Carroll Financial 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
2019 Q3	–	Sell	-490	Closed	-$5K	–	1568
2019 Q2	$5K	Hold	490	–	–	﹤0.01%	1186
2019 Q1	$5K	Hold	490	–	–	﹤0.01%	1098
2018 Q4	$5K	Hold	490	–	–	﹤0.01%	1020
2018 Q3	$6K	Buy	490 +50	+11%	+$634	﹤0.01%	1028
2018 Q2	$5K	Hold	440	–	–	﹤0.01%	1043
2018 Q1	$5K	Hold	440	–	–	﹤0.01%	1022
2017 Q4	$5K	Hold	440	–	–	﹤0.01%	996
2017 Q3	$5K	Hold	440	–	–	﹤0.01%	972
2017 Q2	$4K	Hold	440	–	–	﹤0.01%	1018
2017 Q1	$4K	Hold	440	–	–	﹤0.01%	1013
2016 Q4	$4K	Hold	440	–	–	﹤0.01%	971
2016 Q3	$4K	Hold	440	–	–	﹤0.01%	986
2016 Q2	$4K	Hold	440	–	–	﹤0.01%	963
2016 Q1	$4K	Buy	+440	New	+$4.53K	﹤0.01%	934

Other funds holding ETY

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

RJA

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

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

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

Carroll Financial Associates's ETY Position: Q3 2019 in Review

Carroll Financial Associates sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q3 2019, closing a stake of 490 shares — an estimated $5K sold.

Carroll Financial Associates first reported a position in ETY in Q1 2016 and held it in 14 quarters. The position peaked at $6K in Q3 2018. 121 funds tracked by Wall St. Rank hold ETY as of Q3 2019.

Carroll Financial Associates reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q3 2019 after selling out during the quarter.
Carroll Financial Associates sold 490 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q3 2019, an estimated $5K.
Carroll Financial Associates first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q1 2016 and held it in 14 quarters.
Carroll Financial Associates's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $6K in Q3 2018.
121 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q3 2019.

Based on Carroll Financial Associates's 13F filing for Q3 2019, filed 9 Oct 2019.