Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
DADC
D.A. Davidson & Co’s
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
Stock Holding History
D.A. Davidson & Co’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
$254K
Hold
18,411
–
–
﹤0.01%
1406
2025
Q4
$282K
Buy
18,411
+400
+2%
+$6.2K
﹤0.01%
1334
2025
Q3
$286K
Hold
18,011
–
–
﹤0.01%
1321
2025
Q2
$279K
Buy
18,011
+500
+3%
+$7.17K
﹤0.01%
1239
2025
Q1
$250K
Hold
17,511
–
–
﹤0.01%
1247
2024
Q4
$262K
Buy
17,511
+2,501
+17%
+$37.2K
﹤0.01%
1250
2024
Q3
$220K
Buy
15,010
+1,056
+8%
+$14.8K
﹤0.01%
1277
2024
Q2
$196K
Hold
13,954
–
–
﹤0.01%
1287
2024
Q1
$186K
Buy
13,954
+3,500
+33%
+$44.6K
﹤0.01%
1300
2023
Q4
$127K
Buy
+10,454
New
+$121K
﹤0.01%
1308
2018
Q1
–
Sell
-10,541
Closed
-$129K
–
1113
2017
Q4
$129K
Sell
10,541
-868
-8%
-$10.3K
﹤0.01%
1064
2017
Q3
$133K
Buy
11,409
+7,209
+172%
+$82.3K
﹤0.01%
1053
2017
Q2
$47K
Hold
4,200
–
–
﹤0.01%
1553
2017
Q1
$46K
Hold
4,200
–
–
﹤0.01%
1549
2016
Q4
$43K
Hold
4,200
–
–
﹤0.01%
1656
2016
Q3
$44K
Buy
+4,200
New
+$45K
﹤0.01%
1573
2014
Q4
–
Sell
-800
Closed
-$9K
–
2108
2014
Q3
$9K
Buy
+800
New
+$9.38K
﹤0.01%
1838
Other funds holding ETY
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
LPL Financial
San Diego, California
$376B 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
$12.6B AUM
27.3%
1-Year Est. Return
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
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close