Coastal Bridge Advisors’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Coastal Bridge Advisors’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 Q3	–	Sell	-10,639	Closed	-$150K	–	148
2021 Q2	$150K	Buy	10,639 +195	+2%	+$2.65K	0.03%	140
2021 Q1	$133K	Buy	+10,444	New	+$131K	0.02%	138
2019 Q3	–	Sell	-21,758	Closed	-$261K	–	154
2019 Q2	$261K	Buy	21,758 +104	+0.5%	+$1.22K	0.08%	101
2019 Q1	$245K	Sell	21,654 -2,303	-10%	-$25.5K	0.09%	104
2018 Q4	$244K	Sell	23,957 -1,621	-6%	-$18.6K	0.1%	105
2018 Q3	$328K	Sell	25,578 -1,839	-7%	-$23.3K	0.13%	90
2018 Q2	$332K	Sell	27,417 -21,896	-44%	-$267K	0.13%	86
2018 Q1	$571K	Sell	49,313 -14,446	-23%	-$173K	0.21%	60
2017 Q4	$788K	Buy	63,759 +2,172	+4%	+$25.8K	0.25%	50
2017 Q3	$718K	Buy	61,587 +2,640	+4%	+$30.1K	0.24%	51
2017 Q2	$665K	Buy	58,947 +18,635	+46%	+$211K	0.22%	53
2017 Q1	$446K	Buy	+40,312	New	+$437K	0.15%	59

Other funds holding ETY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

RJA

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Coastal Bridge Advisors's ETY Position: Q3 2021 in Review

Coastal Bridge Advisors sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q3 2021, closing a stake of 10,639 shares — an estimated $150K sold.

Coastal Bridge Advisors first reported a position in ETY in Q1 2017 and held it in 12 quarters. The position peaked at $788K in Q4 2017. 150 funds tracked by Wall St. Rank hold ETY as of Q3 2021.

Coastal Bridge Advisors reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q3 2021 after selling out during the quarter.
Coastal Bridge Advisors sold 10,639 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q3 2021, an estimated $150K.
Coastal Bridge Advisors first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q1 2017 and held it in 12 quarters.
Coastal Bridge Advisors's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $788K in Q4 2017.
150 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q3 2021.

Based on Coastal Bridge Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.