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Clean Yield Group’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Clean Yield 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
2020
Q2 		– Sell
-125
Closed -$1K – 356
2020
Q1 		$1K Hold
125
– – ﹤0.01% 370
2019
Q4 		$2K Buy
+125
New +$1.52K ﹤0.01% 339

Other funds holding ETY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RA
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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

Clean Yield Group's ETY Position: Q2 2020 in Review

Clean Yield Group sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q2 2020, closing a stake of 125 shares — an estimated $1K sold.

Clean Yield Group first reported a position in ETY in Q4 2019 and held it in 2 quarters. The position peaked at $2K in Q4 2019. 146 funds tracked by Wall St. Rank hold ETY as of Q2 2020.

  • Clean Yield Group reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q2 2020 after selling out during the quarter.
  • Clean Yield Group sold 125 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q2 2020, an estimated $1K.
  • Clean Yield Group first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q4 2019 and held it in 2 quarters.
  • Clean Yield Group's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $2K in Q4 2019.
  • 146 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2020.

Based on Clean Yield Group's 13F filing for Q2 2020, filed 22 Jul 2020.