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Chicago Partners Investment Group’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Chicago Partners Investment Group’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
2026
Q1 		$170K Sell
11,589
-916
-7% -$13.5K ﹤0.01% 1362
2025
Q4 		$190K Sell
12,505
-981
-7% -$15.2K ﹤0.01% 1237
2025
Q3 		$213K Hold
13,486
– – 0.01% 1137
2025
Q2 		$211K Hold
13,486
– – 0.01% 1023
2025
Q1 		$190K Hold
13,486
– – 0.01% 874
2024
Q4 		$203K Sell
13,486
-590
-4% -$8.78K 0.01% 818
2024
Q3 		$206K Hold
14,076
– – 0.01% 754
2024
Q2 		$192K Hold
14,076
– – 0.01% 717
2024
Q1 		$183K Sell
14,076
-303
-2% -$3.86K 0.01% 703
2023
Q4 		$177K Sell
14,379
-830
-5% -$9.6K 0.01% 668
2023
Q3 		$166K Hold
15,209
– – 0.01% 623
2023
Q2 		$188K Buy
15,209
+122
+0.8% +$1.43K 0.01% 645
2023
Q1 		$173K Hold
15,087
– – 0.01% 627
2022
Q4 		$180K Buy
+15,087
New +$173K 0.01% 600
2017
Q2 		– Sell
-4,079
Closed -$45K – 680
2017
Q1 		$45K Hold
4,079
– – 0.01% 331
2016
Q4 		$42K Hold
4,079
– – 0.02% 316
2016
Q3 		$44K Hold
4,079
– – 0.02% 308
2016
Q2 		$42K Hold
4,079
– – 0.02% 266
2016
Q1 		$44K Hold
4,079
– – 0.02% 242
2015
Q4 		$46K Hold
4,079
– – 0.02% 289
2015
Q3 		$42K Hold
4,079
– – 0.02% 243
2015
Q2 		$46K Sell
4,079
-66
-2% -$759 0.02% 244
2015
Q1 		$46K Buy
4,145
+66
+2% +$747 0.02% 232
2014
Q4 		$46K Buy
+4,079
New +$46.6K 0.02% 230

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 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
MPCG
Matrix Private Capital Group New York $207M AUM 16.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Chicago Partners Investment Group's ETY Position: Q1 2026 in Review

Chicago Partners Investment Group reduced its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) stake by 7.3% in Q1 2026, selling an estimated $13.5K and leaving 11,589 shares worth $170K. The position accounts for ﹤0.01% of the portfolio, ranked #1362.

Chicago Partners Investment Group first reported a position in ETY in Q4 2014 and has held it in 24 quarters since. The position peaked at $213K in Q3 2025. 207 funds tracked by Wall St. Rank hold ETY as of Q1 2026.

  • Chicago Partners Investment Group held 11,589 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $170K as of Q1 2026.
  • Chicago Partners Investment Group sold 916 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q1 2026, an estimated $13.5K.
  • Eaton Vance Tax-Managed Diversified Equity Income Fund made up ﹤0.01% of Chicago Partners Investment Group's portfolio in Q1 2026, its #1362 holding.
  • Chicago Partners Investment Group first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q4 2014 and has held it in 24 quarters since.
  • Chicago Partners Investment Group's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $213K in Q3 2025.
  • 207 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q1 2026.

Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.