First Allied Advisory Services’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

First Allied Advisory Services’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	$250K	Sell	22,988 -8,382	-27%	-$93.1K	0.01%	976
2020 Q2	$338K	Buy	31,370 +1,801	+6%	+$18.6K	0.01%	784
2020 Q1	$276K	Buy	29,569 +11,557	+64%	+$133K	0.01%	798
2019 Q4	$228K	Buy	18,012 +1,671	+10%	+$20.3K	0.01%	1059
2019 Q3	$194K	Buy	16,341 +44	+0.3%	+$524	0.01%	1104
2019 Q2	$195K	Buy	16,297 +702	+5%	+$8.24K	0.01%	1110
2019 Q1	$175K	Buy	15,595 +4,447	+40%	+$49.3K	0.01%	1065
2018 Q4	$113K	Buy	+11,148	New	+$128K	﹤0.01%	1015
2016 Q4	–	Sell	-11,083	Closed	-$119K	–	1120
2016 Q3	$119K	Hold	11,083	–	–	0.01%	990
2016 Q2	$115K	Sell	11,083 -400	-3%	-$4.18K	0.01%	992
2016 Q1	$120K	Sell	11,483 -1,488	-11%	-$15.3K	0.01%	956
2015 Q4	$146K	Buy	12,971 +632	+5%	+$7.08K	0.01%	1026
2015 Q3	$127K	Hold	12,339	–	–	0.01%	983
2015 Q2	$141K	Buy	12,339 +290	+2%	+$3.34K	0.01%	1072
2015 Q1	$138K	Buy	12,049 +1,021	+9%	+$11.6K	0.01%	1010
2014 Q4	$123K	Buy	+11,028	New	+$126K	0.01%	980

Other funds holding ETY

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

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

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

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

First Allied Advisory Services's ETY Position: Q3 2020 in Review

First Allied Advisory Services reduced its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) stake by 27% in Q3 2020, selling an estimated $93.1K and leaving 22,988 shares worth $250K. The position accounts for 0.01% of the portfolio, ranked #976.

First Allied Advisory Services first reported a position in ETY in Q4 2014 and has held it in 16 quarters since. The position peaked at $338K in Q2 2020. 144 funds tracked by Wall St. Rank hold ETY as of Q3 2020.

First Allied Advisory Services held 22,988 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $250K as of Q3 2020.
First Allied Advisory Services sold 8,382 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q3 2020, an estimated $93.1K.
Eaton Vance Tax-Managed Diversified Equity Income Fund made up 0.01% of First Allied Advisory Services's portfolio in Q3 2020, its #976 holding.
First Allied Advisory Services first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q4 2014 and has held it in 16 quarters since.
First Allied Advisory Services's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $338K in Q2 2020.
144 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.