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

FourThought Financial’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
2022 Q3	$37K	Hold	3,387	–	–	0.01%	691
2022 Q2	$38K	Hold	3,387	–	–	0.01%	685
2022 Q1	$47K	Hold	3,387	–	–	0.01%	676
2021 Q4	$51K	Hold	3,387	–	–	0.01%	657
2021 Q3	$47K	Hold	3,387	–	–	0.01%	708
2021 Q2	$47K	Hold	3,387	–	–	0.01%	725
2021 Q1	$43K	Hold	3,387	–	–	0.01%	722
2020 Q4	$41K	Buy	+3,387	New	+$39.4K	0.01%	711

Other funds holding ETY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MPCG

Matrix Private Capital Group New York $207M AUM 16.87% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

FourThought Financial's ETY Position: Q3 2022 in Review

FourThought Financial held its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) position steady in Q3 2022 at 3,387 shares worth $37K. The position accounts for 0.01% of the portfolio, ranked #691.

FourThought Financial first reported a position in ETY in Q4 2020 and has held it in 8 quarters since. The position peaked at $51K in Q4 2021. 165 funds tracked by Wall St. Rank hold ETY as of Q3 2022.

FourThought Financial held 3,387 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $37K as of Q3 2022.
FourThought Financial left its Eaton Vance Tax-Managed Diversified Equity Income Fund share count unchanged in Q3 2022.
Eaton Vance Tax-Managed Diversified Equity Income Fund made up 0.01% of FourThought Financial's portfolio in Q3 2022, its #691 holding.
FourThought Financial first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $51K in Q4 2021.
165 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.