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HM Payson & Co’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

HM Payson & Co’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
Q1 		– Sell
-3,082
Closed -$38K – 1138
2020
Q4 		$38K Hold
3,082
– – ﹤0.01% 650
2020
Q3 		$34K Hold
3,082
– – ﹤0.01% 629
2020
Q2 		$33K Buy
+3,082
New +$31.9K ﹤0.01% 579

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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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

HM Payson & Co's ETY Position: Q1 2021 in Review

HM Payson & Co sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q1 2021, closing a stake of 3,082 shares — an estimated $38K sold.

HM Payson & Co first reported a position in ETY in Q2 2020 and held it in 3 quarters. The position peaked at $38K in Q4 2020. 154 funds tracked by Wall St. Rank hold ETY as of Q1 2021.

  • HM Payson & Co reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q1 2021 after selling out during the quarter.
  • HM Payson & Co sold 3,082 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q1 2021, an estimated $38K.
  • HM Payson & Co first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q2 2020 and held it in 3 quarters.
  • HM Payson & Co's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $38K in Q4 2020.
  • 154 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q1 2021.

Based on HM Payson & Co's 13F filing for Q1 2021, filed 15 Jun 2021.