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

IBEX Wealth 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
2023 Q1	–	Sell	-11,012	Closed	-$120K	–	114
2022 Q4	$120K	Hold	11,012	–	–	0.03%	172
2022 Q3	$120K	Hold	11,012	–	–	0.03%	143
2022 Q2	$125K	Hold	11,012	–	–	0.03%	153
2022 Q1	$154K	Buy	+11,012	New	+$154K	0.03%	167
2021 Q4	–	Sell	-4,587	Closed	-$64K	–	261
2021 Q3	$64K	Buy	+4,587	New	+$65.7K	0.01%	255
2019 Q3	–	Sell	-6,247	Closed	-$74K	–	159
2019 Q2	$74K	Buy	+6,247	New	+$73.4K	0.02%	183

Other funds holding ETY

Morgan Stanley New York $1.66T AUM 25.57% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

MPCG

Matrix Private Capital Group New York $207M AUM 16.87% 1-Year Est. Return

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

IBEX Wealth Advisors's ETY Position: Q1 2023 in Review

IBEX Wealth Advisors sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q1 2023, closing a stake of 11,012 shares — an estimated $120K sold.

IBEX Wealth Advisors first reported a position in ETY in Q2 2019 and held it in 6 quarters. The position peaked at $154K in Q1 2022. 170 funds tracked by Wall St. Rank hold ETY as of Q1 2023.

IBEX Wealth Advisors reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q1 2023 after selling out during the quarter.
IBEX Wealth Advisors sold 11,012 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q1 2023, an estimated $120K.
IBEX Wealth Advisors first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q2 2019 and held it in 6 quarters.
IBEX Wealth Advisors's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $154K in Q1 2022.
170 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q1 2023.

Based on IBEX Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.