DA
ETY icon

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

Doliver 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
2023
Q2 		– Sell
-13,809
Closed -$161K – 167
2023
Q1 		$161K Hold
13,809
– – 0.05% 160
2022
Q4 		$150K Buy
+13,809
New +$159K 0.05% 146
2020
Q3 		– Sell
-34,860
Closed -$376K – 173
2020
Q2 		$376K Buy
34,860
+15,959
+84% +$165K 0.17% 85
2020
Q1 		$193K Buy
+18,901
New +$217K 0.1% 116
2018
Q2 		– Sell
-98,087
Closed -$1.14M – 334
2018
Q1 		$1.14M Buy
+98,087
New +$1.18M 0.49% 17
2017
Q3 		– Sell
-21,125
Closed -$238K – 270
2017
Q2 		$238K Buy
21,125
+10,325
+96% +$117K 0.12% 198
2017
Q1 		$120K Sell
10,800
-106,299
-91% -$1.15M 0.09% 210
2016
Q4 		$1.21M Buy
+117,099
New +$1.22M 1.03% 26
2016
Q3 		– Sell
-191,749
Closed -$2.01M – 215
2016
Q2 		$2.01M Buy
+191,749
New +$2M 1.7% 11
2015
Q4 		– Sell
-61,800
Closed -$635K – 180
2015
Q3 		$635K Buy
+61,800
New +$691K 0.47% 68
2015
Q1 		– Sell
-136,337
Closed -$1.52M – 270
2014
Q4 		$1.52M Buy
+136,337
New +$1.56M 1.06% 19
2014
Q2 		– Sell
-33,644
Closed -$661K – 250
2014
Q1 		$661K Buy
33,644
+21,983
+189% +$243K 0.43% 80
2013
Q4 		$127K Sell
11,661
-44,946
-79% -$479K 0.08% 248
2013
Q3 		$571K Buy
+56,607
New +$589K 0.35% 99

Other funds holding ETY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
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

Doliver Advisors's ETY Position: Q2 2023 in Review

Doliver Advisors sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q2 2023, closing a stake of 13,809 shares — an estimated $161K sold.

Doliver Advisors first reported a position in ETY in Q3 2013 and held it in 14 quarters. The position peaked at $2.01M in Q2 2016. 165 funds tracked by Wall St. Rank hold ETY as of Q2 2023.

  • Doliver Advisors reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q2 2023 after selling out during the quarter.
  • Doliver Advisors sold 13,809 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q2 2023, an estimated $161K.
  • Doliver Advisors first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q3 2013 and held it in 14 quarters.
  • Doliver Advisors's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $2.01M in Q2 2016.
  • 165 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2023.

Based on Doliver Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.