CIAS
ETY icon

CBIZ Investment Advisory Services’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

CBIZ Investment Advisory Services’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
-24
Closed -$356 – 490
2024
Q3 		$356 Buy
+24
New +$337 ﹤0.01% 392

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 $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
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

CBIZ Investment Advisory Services's ETY Position: Q4 2024 in Review

CBIZ Investment Advisory Services sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q4 2024, closing a stake of 24 shares — an estimated $356 sold.

CBIZ Investment Advisory Services first reported a position in ETY in Q3 2024 and held it in 1 quarter. The position peaked at $356 in Q3 2024. 193 funds tracked by Wall St. Rank hold ETY as of Q4 2024.

  • CBIZ Investment Advisory Services reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q4 2024 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 24 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q4 2024, an estimated $356.
  • CBIZ Investment Advisory Services first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q3 2024 and held it in 1 quarter.
  • CBIZ Investment Advisory Services's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $356 in Q3 2024.
  • 193 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q4 2024.

Based on CBIZ Investment Advisory Services's 13F filing for Q4 2024, filed 10 Feb 2025.