Institute for Wealth Management’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Institute for Wealth Management’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 Q3	–	Sell	-10,050	Closed	-$125K	–	464
2023 Q2	$125K	Hold	10,050	–	–	0.02%	452
2023 Q1	$117K	Sell	10,050 -250	-2%	-$2.89K	0.02%	438
2022 Q4	$112K	Hold	10,300	–	–	0.02%	439
2022 Q3	$112K	Hold	10,300	–	–	0.03%	434
2022 Q2	$117K	Hold	10,300	–	–	0.02%	511
2022 Q1	$144K	Hold	10,300	–	–	0.02%	524
2021 Q4	$155K	Hold	10,300	–	–	0.03%	477
2021 Q3	$144K	Hold	10,300	–	–	0.03%	469
2021 Q2	$145K	Hold	10,300	–	–	0.03%	470
2021 Q1	$132K	Hold	10,300	–	–	0.03%	457
2020 Q4	$126K	Hold	10,300	–	–	0.03%	438
2020 Q3	$112K	Hold	10,300	–	–	0.03%	407
2020 Q2	$111K	Hold	10,300	–	–	0.03%	415
2020 Q1	$96K	Sell	10,300 -250	-2%	-$2.87K	0.03%	389
2019 Q4	$132K	Sell	10,550 -1,160	-10%	-$14.1K	0.03%	454
2019 Q3	$139K	Hold	11,710	–	–	0.04%	407
2019 Q2	$140K	Hold	11,710	–	–	0.03%	454
2019 Q1	$132K	Hold	11,710	–	–	0.03%	429
2018 Q4	$119K	Buy	+11,710	New	+$134K	0.05%	255
2018 Q1	–	Sell	-13,179	Closed	-$163K	–	298
2017 Q4	$163K	Buy	+13,179	New	+$156K	0.04%	367
2017 Q3	–	Sell	-13,179	Closed	-$147K	–	289
2017 Q2	$147K	Buy	+13,179	New	+$149K	0.04%	390

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

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

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

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Institute for Wealth Management's ETY Position: Q3 2023 in Review

Institute for Wealth Management sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q3 2023, closing a stake of 10,050 shares — an estimated $125K sold.

Institute for Wealth Management first reported a position in ETY in Q2 2017 and held it in 21 quarters. The position peaked at $163K in Q4 2017. 175 funds tracked by Wall St. Rank hold ETY as of Q3 2023.

Institute for Wealth Management reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q3 2023 after selling out during the quarter.
Institute for Wealth Management sold 10,050 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q3 2023, an estimated $125K.
Institute for Wealth Management first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q2 2017 and held it in 21 quarters.
Institute for Wealth Management's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $163K in Q4 2017.
175 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q3 2023.

Based on Institute for Wealth Management's 13F filing for Q3 2023, filed 13 Oct 2023.