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

Insight 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
2021
Q4 		– Sell
-12,750
Closed -$190K – 319
2021
Q3 		$190K Hold
12,750
– – 0.06% 299
2021
Q2 		$179K Hold
12,750
– – 0.06% 296
2021
Q1 		$171K Sell
12,750
-500
-4% -$6.25K 0.05% 318
2020
Q4 		$162K Buy
+13,250
New +$154K 0.06% 258

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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

Insight Advisors's ETY Position: Q4 2021 in Review

Insight Advisors sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q4 2021, closing a stake of 12,750 shares — an estimated $190K sold.

Insight Advisors first reported a position in ETY in Q4 2020 and held it in 4 quarters. The position peaked at $190K in Q3 2021. 158 funds tracked by Wall St. Rank hold ETY as of Q4 2021.

  • Insight Advisors reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q4 2021 after selling out during the quarter.
  • Insight Advisors sold 12,750 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q4 2021, an estimated $190K.
  • Insight Advisors first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q4 2020 and held it in 4 quarters.
  • Insight Advisors's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $190K in Q3 2021.
  • 158 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q4 2021.

Based on Insight Advisors's 13F filing for Q4 2021, filed 9 Feb 2022.