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

JP Morgan Private 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
2018
Q4 		– Sell
-12,772
Closed -$163K – 1495
2018
Q3 		$163K Sell
12,772
-1,500
-11% -$19K ﹤0.01% 1496
2018
Q2 		$173K Sell
14,272
-13,950
-49% -$170K ﹤0.01% 1387
2018
Q1 		$326K Hold
28,222
– – ﹤0.01% 1015
2017
Q4 		$343K Hold
28,222
– – ﹤0.01% 1003
2017
Q3 		$328K Hold
28,222
– – ﹤0.01% 992
2017
Q2 		$318K Sell
28,222
-4,906
-15% -$55.6K ﹤0.01% 991
2017
Q1 		$367K Sell
33,128
-94
-0.3% -$1.02K ﹤0.01% 989
2016
Q4 		$345K Sell
33,222
-10,600
-24% -$110K ﹤0.01% 941
2016
Q3 		$469K Sell
43,822
-1,500
-3% -$16.1K ﹤0.01% 809
2016
Q2 		$472K Buy
45,322
+22,117
+95% +$231K ﹤0.01% 799
2016
Q1 		$248K Buy
23,205
+190
+0.8% +$1.96K ﹤0.01% 1013
2015
Q4 		$258K Sell
23,015
-17,402
-43% -$195K ﹤0.01% 925
2015
Q3 		$416K Buy
40,417
+169
+0.4% +$1.89K 0.01% 673
2015
Q2 		$458K Sell
40,248
-2,000
-5% -$23K 0.01% 704
2015
Q1 		$479K Buy
42,248
+20,172
+91% +$228K 0.01% 738
2014
Q4 		$247K Buy
22,076
+3,326
+18% +$38K ﹤0.01% 938
2014
Q3 		$214K Hold
18,750
– – ﹤0.01% 961
2014
Q2 		$219K Hold
18,750
– – ﹤0.01% 797
2014
Q1 		$209K Hold
18,750
– – ﹤0.01% 800
2013
Q4 		$205K Hold
18,750
– – ﹤0.01% 610
2013
Q3 		$189K Hold
18,750
– – ﹤0.01% 605
2013
Q2 		$191K Buy
+18,750
New +$194K ﹤0.01% 579

Other funds holding ETY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 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
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

JP Morgan Private Wealth Advisors's ETY Position: Q4 2018 in Review

JP Morgan Private Wealth Advisors sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q4 2018, closing a stake of 12,772 shares — an estimated $163K sold.

JP Morgan Private Wealth Advisors first reported a position in ETY in Q2 2013 and held it in 22 quarters. The position peaked at $479K in Q1 2015. 125 funds tracked by Wall St. Rank hold ETY as of Q4 2018.

  • JP Morgan Private Wealth Advisors reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q4 2018 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 12,772 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q4 2018, an estimated $163K.
  • JP Morgan Private Wealth Advisors first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q2 2013 and held it in 22 quarters.
  • JP Morgan Private Wealth Advisors's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $479K in Q1 2015.
  • 125 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q4 2018.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.