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

Kingswood 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
2024
Q1 		– Sell
-13,983
Closed -$170K – 641
2023
Q4 		$170K Sell
13,983
-11,017
-44% -$127K 0.02% 593
2023
Q3 		$291K Buy
25,000
+3,217
+15% +$39K 0.05% 330
2023
Q2 		$271K Buy
+21,783
New +$256K 0.09% 212

Other funds holding ETY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kingswood Wealth Advisors's ETY Position: Q1 2024 in Review

Kingswood Wealth Advisors sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q1 2024, closing a stake of 13,983 shares — an estimated $170K sold.

Kingswood Wealth Advisors first reported a position in ETY in Q2 2023 and held it in 3 quarters. The position peaked at $291K in Q3 2023. 181 funds tracked by Wall St. Rank hold ETY as of Q1 2024.

  • Kingswood Wealth Advisors reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q1 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 13,983 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q1 2024, an estimated $170K.
  • Kingswood Wealth Advisors first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q2 2023 and held it in 3 quarters.
  • Kingswood Wealth Advisors's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $291K in Q3 2023.
  • 181 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q1 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2024, filed 15 Apr 2024.