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

Eudaimonia 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
2021
Q2 		– Sell
-3,435
Closed -$44K – 654
2021
Q1 		$44K Sell
3,435
-663
-16% -$8.29K 0.01% 680
2020
Q4 		$50K Hold
4,098
– – 0.01% 612
2020
Q3 		$45K Buy
+4,098
New +$45.5K 0.01% 580

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RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Eudaimonia Partners's ETY Position: Q2 2021 in Review

Eudaimonia Partners sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q2 2021, closing a stake of 3,435 shares — an estimated $44K sold.

Eudaimonia Partners first reported a position in ETY in Q3 2020 and held it in 3 quarters. The position peaked at $50K in Q4 2020. 152 funds tracked by Wall St. Rank hold ETY as of Q2 2021.

  • Eudaimonia Partners reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q2 2021 after selling out during the quarter.
  • Eudaimonia Partners sold 3,435 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q2 2021, an estimated $44K.
  • Eudaimonia Partners first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q3 2020 and held it in 3 quarters.
  • Eudaimonia Partners's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $50K in Q4 2020.
  • 152 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2021.

Based on Eudaimonia Partners's 13F filing for Q2 2021, filed 13 Aug 2021.