Frontier Wealth Management’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Frontier Wealth Management’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	-16,778	Closed	-$206K	–	384
2020 Q4	$206K	Hold	16,778	–	–	0.02%	354
2020 Q3	$183K	Hold	16,778	–	–	0.02%	344
2020 Q2	$181K	Hold	16,778	–	–	0.02%	334
2020 Q1	$156K	Hold	16,778	–	–	0.03%	269
2019 Q4	$210K	Sell	16,778 -78	-0.5%	-$949	0.03%	276
2019 Q3	$201K	Hold	16,856	–	–	0.03%	284
2019 Q2	$202K	Buy	+16,856	New	+$198K	0.03%	283

Other funds holding ETY

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

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

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

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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

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

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

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

Frontier Wealth Management's ETY Position: Q1 2021 in Review

Frontier Wealth Management sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q1 2021, closing a stake of 16,778 shares — an estimated $206K sold.

Frontier Wealth Management first reported a position in ETY in Q2 2019 and held it in 7 quarters. The position peaked at $210K in Q4 2019. 154 funds tracked by Wall St. Rank hold ETY as of Q1 2021.

Frontier Wealth Management reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q1 2021 after selling out during the quarter.
Frontier Wealth Management sold 16,778 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q1 2021, an estimated $206K.
Frontier Wealth Management first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q2 2019 and held it in 7 quarters.
Frontier Wealth Management's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $210K in Q4 2019.
154 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q1 2021.

Based on Frontier Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.