Dakota Wealth Management’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Dakota Wealth Management’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
2025 Q1	–	Sell	-10,600	Closed	-$158K	–	768
2024 Q4	$158K	Hold	10,600	–	–	﹤0.01%	723
2024 Q3	$155K	Hold	10,600	–	–	﹤0.01%	706
2024 Q2	$149K	Hold	10,600	–	–	﹤0.01%	687
2024 Q1	$142K	Hold	10,600	–	–	﹤0.01%	692
2023 Q4	$129K	Buy	+10,600	New	+$123K	0.01%	632
2021 Q2	–	Sell	-19,860	Closed	-$253K	–	337
2021 Q1	$253K	Sell	19,860 -260	-1%	-$3.25K	0.03%	275
2020 Q4	$246K	Sell	20,120 -8,900	-31%	-$103K	0.03%	281
2020 Q3	$316K	Hold	29,020	–	–	0.05%	223
2020 Q2	$313K	Buy	29,020 +5,465	+23%	+$56.6K	0.05%	212
2020 Q1	$219K	Buy	+23,555	New	+$271K	0.05%	224

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 $530B AUM 22.01% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Dakota Wealth Management's ETY Position: Q1 2025 in Review

Dakota Wealth Management sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q1 2025, closing a stake of 10,600 shares — an estimated $158K sold.

Dakota Wealth Management first reported a position in ETY in Q1 2020 and held it in 10 quarters. The position peaked at $316K in Q3 2020. 186 funds tracked by Wall St. Rank hold ETY as of Q1 2025.

Dakota Wealth Management reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q1 2025 after selling out during the quarter.
Dakota Wealth Management sold 10,600 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q1 2025, an estimated $158K.
Dakota Wealth Management first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q1 2020 and held it in 10 quarters.
Dakota Wealth Management's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $316K in Q3 2020.
186 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q1 2025.

Based on Dakota Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.