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Joseph P. Lucia & Associates’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Joseph P. Lucia & Associates’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
Q3 		– Sell
-500
Closed -$5K – 193
2020
Q2 		$5K Hold
500
– – ﹤0.01% 367
2020
Q1 		$5K Hold
500
– – 0.01% 340
2019
Q4 		$6K Hold
500
– – 0.01% 345
2019
Q3 		$6K Hold
500
– – 0.01% 348
2019
Q2 		$6K Buy
+500
New +$5.87K 0.01% 348

Other funds holding ETY

Morgan Stanley
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
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Joseph P. Lucia & Associates's ETY Position: Q3 2020 in Review

Joseph P. Lucia & Associates sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q3 2020, closing a stake of 500 shares — an estimated $5K sold.

Joseph P. Lucia & Associates first reported a position in ETY in Q2 2019 and held it in 5 quarters. The position peaked at $6K in Q4 2019. 144 funds tracked by Wall St. Rank hold ETY as of Q3 2020.

  • Joseph P. Lucia & Associates reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q3 2020 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 500 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q3 2020, an estimated $5K.
  • Joseph P. Lucia & Associates first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q2 2019 and held it in 5 quarters.
  • Joseph P. Lucia & Associates's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $6K in Q4 2019.
  • 144 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q3 2020.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2020, filed 20 Oct 2020.