Cordasco Financial Network’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Cordasco Financial Network’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
2022 Q2	$33K	Buy	2,944 +44	+2%	+$545	0.02%	233
2022 Q1	$41K	Buy	2,900 +58	+2%	+$810	0.03%	220
2021 Q4	$43K	Buy	2,842 +753	+36%	+$11K	0.03%	220
2021 Q3	$29K	Buy	2,089 +38	+2%	+$545	0.02%	253
2021 Q2	$29K	Buy	2,051 +38	+2%	+$517	0.02%	258
2021 Q1	$26K	Buy	+2,013	New	+$25.2K	0.02%	261

Other funds holding ETY

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

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

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

MPCG

Matrix Private Capital Group New York $207M AUM 16.87% 1-Year Est. Return

Cordasco Financial Network's ETY Position: Q2 2022 in Review

Cordasco Financial Network increased its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) stake by 1.5% in Q2 2022, buying an estimated $545 and bringing the position to 2,944 shares worth $33K. The position accounts for 0.02% of the portfolio, ranked #233.

Cordasco Financial Network first reported a position in ETY in Q1 2021 and has held it in 6 quarters since. The position peaked at $43K in Q4 2021. 174 funds tracked by Wall St. Rank hold ETY as of Q2 2022.

Cordasco Financial Network held 2,944 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $33K as of Q2 2022.
Cordasco Financial Network bought 44 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q2 2022, an estimated $545.
Eaton Vance Tax-Managed Diversified Equity Income Fund made up 0.02% of Cordasco Financial Network's portfolio in Q2 2022, its #233 holding.
Cordasco Financial Network first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q1 2021 and has held it in 6 quarters since.
Cordasco Financial Network's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $43K in Q4 2021.
174 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2022.

Based on Cordasco Financial Network's 13F filing for Q2 2022, filed 15 Jul 2022.