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CWA Asset Management Group’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

CWA Asset Management 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
2022
Q2 		– Sell
-14,868
Closed -$208K – 312
2022
Q1 		$208K Buy
14,868
+101
+0.7% +$1.41K 0.02% 283
2021
Q4 		$222K Buy
+14,767
New +$216K 0.02% 274

Other funds holding ETY

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Morgan Stanley New York $1.66T AUM 25.57% 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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
GC
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

CWA Asset Management Group's ETY Position: Q2 2022 in Review

CWA Asset Management Group sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q2 2022, closing a stake of 14,868 shares — an estimated $208K sold.

CWA Asset Management Group first reported a position in ETY in Q4 2021 and held it in 2 quarters. The position peaked at $222K in Q4 2021. 174 funds tracked by Wall St. Rank hold ETY as of Q2 2022.

  • CWA Asset Management Group reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q2 2022 after selling out during the quarter.
  • CWA Asset Management Group sold 14,868 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q2 2022, an estimated $208K.
  • CWA Asset Management Group first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q4 2021 and held it in 2 quarters.
  • CWA Asset Management Group's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $222K 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 CWA Asset Management Group's 13F filing for Q2 2022, filed 21 Jul 2022.