HWAM
ETY icon

Hennion & Walsh Asset Management’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Hennion & Walsh Asset 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
Q2 		– Sell
-20,086
Closed -$256K – 732
2021
Q1 		$256K Buy
+20,086
New +$251K 0.02% 633

Other funds holding ETY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RA
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Hennion & Walsh Asset Management's ETY Position: Q2 2021 in Review

Hennion & Walsh Asset Management sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q2 2021, closing a stake of 20,086 shares — an estimated $256K sold.

Hennion & Walsh Asset Management first reported a position in ETY in Q1 2021 and held it in 1 quarter. The position peaked at $256K in Q1 2021. 152 funds tracked by Wall St. Rank hold ETY as of Q2 2021.

  • Hennion & Walsh Asset Management reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q2 2021 after selling out during the quarter.
  • Hennion & Walsh Asset Management sold 20,086 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q2 2021, an estimated $256K.
  • Hennion & Walsh Asset Management first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q1 2021 and held it in 1 quarter.
  • Hennion & Walsh Asset Management's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $256K in Q1 2021.
  • 152 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2021.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2021, filed 13 Aug 2021.