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

Glassman Wealth 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
2021
Q1 		– Sell
-20,935
Closed -$256K – 1458
2020
Q4 		$256K Buy
20,935
+5,390
+35% +$62.6K 0.06% 115
2020
Q3 		$169K Buy
+15,545
New +$173K 0.05% 132

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RJA
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GC
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KIM
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Wells Fargo
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Cohen & Steers
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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Glassman Wealth Services's ETY Position: Q1 2021 in Review

Glassman Wealth Services sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q1 2021, closing a stake of 20,935 shares — an estimated $256K sold.

Glassman Wealth Services first reported a position in ETY in Q3 2020 and held it in 2 quarters. The position peaked at $256K in Q4 2020. 154 funds tracked by Wall St. Rank hold ETY as of Q1 2021.

  • Glassman Wealth Services reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q1 2021 after selling out during the quarter.
  • Glassman Wealth Services sold 20,935 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q1 2021, an estimated $256K.
  • Glassman Wealth Services first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q3 2020 and held it in 2 quarters.
  • Glassman Wealth Services's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $256K 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 Glassman Wealth Services's 13F filing for Q1 2021, filed 5 May 2021.