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Fortem Financial Group’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Fortem Financial Group’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
Q1 		– Sell
-2,500
Closed -$31K – 248
2020
Q4 		$31K Buy
+2,500
New +$29.1K 0.02% 280

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Fortem Financial Group's ETY Position: Q1 2021 in Review

Fortem Financial Group sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q1 2021, closing a stake of 2,500 shares — an estimated $31K sold.

Fortem Financial Group first reported a position in ETY in Q4 2020 and held it in 1 quarter. The position peaked at $31K in Q4 2020. 154 funds tracked by Wall St. Rank hold ETY as of Q1 2021.

  • Fortem Financial Group reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q1 2021 after selling out during the quarter.
  • Fortem Financial Group sold 2,500 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q1 2021, an estimated $31K.
  • Fortem Financial Group first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q4 2020 and held it in 1 quarter.
  • Fortem Financial Group's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $31K in Q4 2020.
  • 154 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q1 2021.

Based on Fortem Financial Group's 13F filing for Q1 2021, filed 20 Apr 2021.