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

HC Financial Advisors’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 Q3	–	Sell	-800	Closed	-$11K	–	333
2021 Q2	$11K	Hold	800	–	–	0.01%	243
2021 Q1	$10K	Hold	800	–	–	0.01%	254
2020 Q4	$10K	Hold	800	–	–	0.01%	266
2020 Q3	$9K	Hold	800	–	–	0.01%	265
2020 Q2	$9K	Hold	800	–	–	0.01%	247
2020 Q1	$7K	Buy	+800	New	+$9.2K	0.01%	264

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

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

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

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

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

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

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

HC Financial Advisors's ETY Position: Q3 2021 in Review

HC Financial Advisors sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q3 2021, closing a stake of 800 shares — an estimated $11K sold.

HC Financial Advisors first reported a position in ETY in Q1 2020 and held it in 6 quarters. The position peaked at $11K in Q2 2021. 150 funds tracked by Wall St. Rank hold ETY as of Q3 2021.

HC Financial Advisors reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q3 2021 after selling out during the quarter.
HC Financial Advisors sold 800 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q3 2021, an estimated $11K.
HC Financial Advisors first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q1 2020 and held it in 6 quarters.
HC Financial Advisors's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $11K in Q2 2021.
150 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q3 2021.

Based on HC Financial Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.