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

HL Financial Services’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 Q1	$350K	Sell	30,944 -4,925	-14%	-$54.6K	0.01%	575
2018 Q4	$366K	Buy	35,869 +2,880	+9%	+$33K	0.01%	567
2018 Q3	$424K	Buy	32,989 +2,600	+9%	+$33K	0.01%	574
2018 Q2	$368K	Buy	30,389 +6,000	+25%	+$73.1K	0.01%	542
2018 Q1	$282K	Buy	24,389 +10,400	+74%	+$125K	0.01%	598
2017 Q4	$171K	Sell	13,989 -800	-5%	-$9.49K	﹤0.01%	596
2017 Q3	$172K	Hold	14,789	–	–	﹤0.01%	667
2017 Q2	$167K	Buy	14,789 +1,000	+7%	+$11.3K	﹤0.01%	663
2017 Q1	$153K	Sell	13,789 -361	-3%	-$3.91K	﹤0.01%	646
2016 Q4	$146K	Buy	14,150 +2,250	+19%	+$23.4K	﹤0.01%	653
2016 Q3	$127K	Hold	11,900	–	–	﹤0.01%	638
2016 Q2	$124K	Hold	11,900	–	–	﹤0.01%	650
2016 Q1	$127K	Buy	+11,900	New	+$122K	﹤0.01%	636

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

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

HL Financial Services's ETY Position: Q1 2019 in Review

HL Financial Services reduced its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) stake by 14% in Q1 2019, selling an estimated $54.6K and leaving 30,944 shares worth $350K. The position accounts for 0.01% of the portfolio, ranked #575.

HL Financial Services first reported a position in ETY in Q1 2016 and has held it in 13 quarters since. The position peaked at $424K in Q3 2018. 115 funds tracked by Wall St. Rank hold ETY as of Q1 2019.

HL Financial Services held 30,944 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $350K as of Q1 2019.
HL Financial Services sold 4,925 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q1 2019, an estimated $54.6K.
Eaton Vance Tax-Managed Diversified Equity Income Fund made up 0.01% of HL Financial Services's portfolio in Q1 2019, its #575 holding.
HL Financial Services first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q1 2016 and has held it in 13 quarters since.
HL Financial Services's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $424K in Q3 2018.
115 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.