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

JFS 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
2020 Q2	–	Sell	-2,900	Closed	-$27K	–	539
2020 Q1	$27K	Buy	+2,900	New	+$33.3K	0.01%	255
2018 Q1	–	Sell	-1,426	Closed	-$17K	–	539
2017 Q4	$17K	Buy	1,426 +30	+2%	+$356	﹤0.01%	343
2017 Q3	$16K	Buy	1,396 +30	+2%	+$343	﹤0.01%	340
2017 Q2	$15K	Buy	+1,366	New	+$15.5K	﹤0.01%	322

Other funds holding ETY

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JFS Wealth Advisors's ETY Position: Q2 2020 in Review

JFS Wealth Advisors sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q2 2020, closing a stake of 2,900 shares — an estimated $27K sold.

JFS Wealth Advisors first reported a position in ETY in Q2 2017 and held it in 4 quarters. The position peaked at $27K in Q1 2020. 146 funds tracked by Wall St. Rank hold ETY as of Q2 2020.

JFS Wealth Advisors reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q2 2020 after selling out during the quarter.
JFS Wealth Advisors sold 2,900 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q2 2020, an estimated $27K.
JFS Wealth Advisors first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q2 2017 and held it in 4 quarters.
JFS Wealth Advisors's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $27K in Q1 2020.
146 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2020.

Based on JFS Wealth Advisors's 13F filing for Q2 2020, filed 5 Aug 2020.