Certified Advisory Corp’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Certified Advisory Corp’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
2021 Q2	–	Sell	-500	Closed	-$6K	–	367
2021 Q1	$6K	Buy	+500	New	+$6.25K	﹤0.01%	650
2020 Q2	$5K	Hold	500	–	–	﹤0.01%	632
2020 Q1	$5K	Hold	500	–	–	﹤0.01%	610
2019 Q4	$6K	Hold	500	–	–	﹤0.01%	641
2019 Q3	$6K	Hold	500	–	–	﹤0.01%	654
2019 Q2	$6K	Hold	500	–	–	﹤0.01%	649
2019 Q1	$6K	Hold	500	–	–	﹤0.01%	607
2018 Q4	$5K	Hold	500	–	–	﹤0.01%	622
2018 Q3	$6K	Hold	500	–	–	﹤0.01%	635
2018 Q2	$7K	Hold	500	–	–	﹤0.01%	587
2018 Q1	$5K	Buy	+500	New	+$5.99K	﹤0.01%	596

Other funds holding ETY

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

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

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

RJA

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

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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

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

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

Certified Advisory Corp's ETY Position: Q2 2021 in Review

Certified Advisory Corp sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q2 2021, closing a stake of 500 shares — an estimated $6K sold.

Certified Advisory Corp first reported a position in ETY in Q1 2018 and held it in 11 quarters. The position peaked at $7K in Q2 2018. 152 funds tracked by Wall St. Rank hold ETY as of Q2 2021.

Certified Advisory Corp reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 500 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q2 2021, an estimated $6K.
Certified Advisory Corp first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q1 2018 and held it in 11 quarters.
Certified Advisory Corp's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $7K in Q2 2018.
152 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.