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

Insigneo Advisory 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
2025 Q1	–	Sell	-10,038	Closed	-$150K	–	656
2024 Q4	$150K	Hold	10,038	–	–	0.02%	537
2024 Q3	$147K	Hold	10,038	–	–	0.01%	560
2024 Q2	$133K	Hold	10,038	–	–	0.02%	513
2024 Q1	$134K	Hold	10,038	–	–	0.02%	466
2023 Q4	$122K	Hold	10,038	–	–	0.02%	425
2023 Q3	$116K	Hold	10,038	–	–	0.02%	373
2023 Q2	$125K	Buy	+10,038	New	+$118K	0.02%	327

Other funds holding ETY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Insigneo Advisory Services's ETY Position: Q1 2025 in Review

Insigneo Advisory Services sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q1 2025, closing a stake of 10,038 shares — an estimated $150K sold.

Insigneo Advisory Services first reported a position in ETY in Q2 2023 and held it in 7 quarters. The position peaked at $150K in Q4 2024. 186 funds tracked by Wall St. Rank hold ETY as of Q1 2025.

Insigneo Advisory Services reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q1 2025 after selling out during the quarter.
Insigneo Advisory Services sold 10,038 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q1 2025, an estimated $150K.
Insigneo Advisory Services first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q2 2023 and held it in 7 quarters.
Insigneo Advisory Services's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $150K in Q4 2024.
186 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q1 2025.

Based on Insigneo Advisory Services's 13F filing for Q1 2025, filed 18 Apr 2025.