LWANC
ETY icon

Laurel Wealth Advisors (North Carolina)’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
Q3 		– Sell
-63
Closed -$872 – 719
2024
Q2 		$872 Buy
+63
New +$850 ﹤0.01% 587

Other funds holding ETY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s ETY Position: Q3 2024 in Review

Laurel Wealth Advisors (North Carolina) sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q3 2024, closing a stake of 63 shares — an estimated $872 sold.

Laurel Wealth Advisors (North Carolina) first reported a position in ETY in Q2 2024 and held it in 1 quarter. The position peaked at $872 in Q2 2024. 186 funds tracked by Wall St. Rank hold ETY as of Q3 2024.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q3 2024 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 63 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q3 2024, an estimated $872.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q2 2024 and held it in 1 quarter.
  • Laurel Wealth Advisors (North Carolina)'s Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $872 in Q2 2024.
  • 186 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q3 2024.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q3 2024, filed 5 Nov 2024.