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Essential Planning’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Essential Planning’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
-227,500
Closed -$3.38M – 148
2024
Q4 		$3.38M Buy
+227,500
New +$3.38M 0.02% 147

Other funds holding ETY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Essential Planning's ETY Position: Q1 2025 in Review

Essential Planning sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q1 2025, closing a stake of 227,500 shares — an estimated $3.38M sold.

Essential Planning first reported a position in ETY in Q4 2024 and held it in 1 quarter. The position peaked at $3.38M in Q4 2024. 186 funds tracked by Wall St. Rank hold ETY as of Q1 2025.

  • Essential Planning reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q1 2025 after selling out during the quarter.
  • Essential Planning sold 227,500 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q1 2025, an estimated $3.38M.
  • Essential Planning first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q4 2024 and held it in 1 quarter.
  • Essential Planning's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $3.38M in Q4 2024.
  • 186 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.