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

Herold 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
2022
Q2 		– Sell
-1,607
Closed -$22.5K – 328
2022
Q1 		$22.5K Buy
+1,607
New +$22.4K 0.01% 491
2021
Q4 		– Sell
-2,000
Closed -$27K – 324
2021
Q3 		$27K Buy
+2,000
New +$28.7K 0.01% 472

Other funds holding ETY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
MPCG
Matrix Private Capital Group New York $207M AUM 16.87% 1-Year Est. Return

Herold Advisors's ETY Position: Q2 2022 in Review

Herold Advisors sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q2 2022, closing a stake of 1,607 shares — an estimated $22.5K sold.

Herold Advisors first reported a position in ETY in Q3 2021 and held it in 2 quarters. The position peaked at $27K in Q3 2021. 174 funds tracked by Wall St. Rank hold ETY as of Q2 2022.

  • Herold Advisors reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q2 2022 after selling out during the quarter.
  • Herold Advisors sold 1,607 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q2 2022, an estimated $22.5K.
  • Herold Advisors first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q3 2021 and held it in 2 quarters.
  • Herold Advisors's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $27K in Q3 2021.
  • 174 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.