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

Engrave Wealth Partners’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
2020
Q3 		– Sell
-10,752
Closed -$115K – 181
2020
Q2 		$115K Hold
10,752
– – 0.1% 68
2020
Q1 		$100K Hold
10,752
– – 0.12% 62
2019
Q4 		$134K Buy
+10,752
New +$131K 0.13% 62

Other funds holding ETY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Engrave Wealth Partners's ETY Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q3 2020, closing a stake of 10,752 shares — an estimated $115K sold.

Engrave Wealth Partners first reported a position in ETY in Q4 2019 and held it in 3 quarters. The position peaked at $134K in Q4 2019. 144 funds tracked by Wall St. Rank hold ETY as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 10,752 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q3 2020, an estimated $115K.
  • Engrave Wealth Partners first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $134K in Q4 2019.
  • 144 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.