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

Golden State 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
2019 Q4	–	Sell	-1,700	Closed	-$20K	–	315
2019 Q3	$20K	Hold	1,700	–	–	0.01%	612
2019 Q2	$20K	Hold	1,700	–	–	0.01%	614
2019 Q1	$19K	Buy	+1,700	New	+$18.8K	0.01%	638

Other funds holding ETY

Morgan Stanley New York $1.66T AUM 25.57% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Golden State Wealth Management's ETY Position: Q4 2019 in Review

Golden State Wealth Management sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q4 2019, closing a stake of 1,700 shares — an estimated $20K sold.

Golden State Wealth Management first reported a position in ETY in Q1 2019 and held it in 3 quarters. The position peaked at $20K in Q3 2019. 125 funds tracked by Wall St. Rank hold ETY as of Q4 2019.

Golden State Wealth Management reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q4 2019 after selling out during the quarter.
Golden State Wealth Management sold 1,700 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q4 2019, an estimated $20K.
Golden State Wealth Management first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q1 2019 and held it in 3 quarters.
Golden State Wealth Management's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $20K in Q3 2019.
125 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q4 2019.

Based on Golden State Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.