Gradient Investments’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Gradient Investments’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
2023 Q1	–	Sell	-11,000	Closed	-$119K	–	1552
2022 Q4	$119K	Hold	11,000	–	–	﹤0.01%	362
2022 Q3	$119K	Hold	11,000	–	–	﹤0.01%	338
2022 Q2	$125K	Hold	11,000	–	–	﹤0.01%	345
2022 Q1	$154K	Hold	11,000	–	–	﹤0.01%	317
2021 Q4	$166K	Hold	11,000	–	–	﹤0.01%	298
2021 Q3	$153K	Hold	11,000	–	–	﹤0.01%	309
2021 Q2	$155K	Hold	11,000	–	–	﹤0.01%	311
2021 Q1	$140K	Buy	+11,000	New	+$137K	﹤0.01%	320
2017 Q3	–	Sell	-858	Closed	-$10K	–	376
2017 Q2	$10K	Buy	+858	New	+$9.72K	﹤0.01%	480

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

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

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

MPCG

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

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

Gradient Investments's ETY Position: Q1 2023 in Review

Gradient Investments sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q1 2023, closing a stake of 11,000 shares — an estimated $119K sold.

Gradient Investments first reported a position in ETY in Q2 2017 and held it in 9 quarters. The position peaked at $166K in Q4 2021. 170 funds tracked by Wall St. Rank hold ETY as of Q1 2023.

Gradient Investments reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q1 2023 after selling out during the quarter.
Gradient Investments sold 11,000 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q1 2023, an estimated $119K.
Gradient Investments first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q2 2017 and held it in 9 quarters.
Gradient Investments's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $166K in Q4 2021.
170 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q1 2023.

Based on Gradient Investments's 13F filing for Q1 2023, filed 17 Apr 2023.