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Koesten Hirschmann & Crabtree’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Koesten Hirschmann & Crabtree’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
Q4 		– Sell
-2,343
Closed -$27K – 188
2023
Q3 		$27K Buy
+2,343
New +$28.4K 0.02% 82

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Morgan Stanley
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Koesten Hirschmann & Crabtree's ETY Position: Q4 2023 in Review

Koesten Hirschmann & Crabtree sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q4 2023, closing a stake of 2,343 shares — an estimated $27K sold.

Koesten Hirschmann & Crabtree first reported a position in ETY in Q3 2023 and held it in 1 quarter. The position peaked at $27K in Q3 2023. 173 funds tracked by Wall St. Rank hold ETY as of Q4 2023.

  • Koesten Hirschmann & Crabtree reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q4 2023 after selling out during the quarter.
  • Koesten Hirschmann & Crabtree sold 2,343 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q4 2023, an estimated $27K.
  • Koesten Hirschmann & Crabtree first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q3 2023 and held it in 1 quarter.
  • Koesten Hirschmann & Crabtree's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $27K in Q3 2023.
  • 173 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q4 2023.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q4 2023, filed 14 Feb 2024.