MassMutual Private Wealth & Trust’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

MassMutual Private Wealth & Trust’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
2022 Q4	–	Sell	-907	Closed	-$10K	–	1703
2022 Q3	$10K	Sell	907 -893	-50%	-$11K	﹤0.01%	753
2022 Q2	$20K	Hold	1,800	–	–	﹤0.01%	570
2022 Q1	$25K	Hold	1,800	–	–	﹤0.01%	551
2021 Q4	$27K	Hold	1,800	–	–	﹤0.01%	561
2021 Q3	$25K	Hold	1,800	–	–	﹤0.01%	559
2021 Q2	$25K	Buy	+1,800	New	+$24.5K	﹤0.01%	546
2019 Q4	–	Sell	-500	Closed	-$6K	–	814
2019 Q3	$6K	Buy	+500	New	+$5.96K	﹤0.01%	652

Other funds holding ETY

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MPCG

Matrix Private Capital Group New York $207M AUM 16.87% 1-Year Est. Return

MassMutual Private Wealth & Trust's ETY Position: Q4 2022 in Review

MassMutual Private Wealth & Trust sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q4 2022, closing a stake of 907 shares — an estimated $10K sold.

MassMutual Private Wealth & Trust first reported a position in ETY in Q3 2019 and held it in 7 quarters. The position peaked at $27K in Q4 2021. 175 funds tracked by Wall St. Rank hold ETY as of Q4 2022.

MassMutual Private Wealth & Trust reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q4 2022 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 907 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q4 2022, an estimated $10K.
MassMutual Private Wealth & Trust first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q3 2019 and held it in 7 quarters.
MassMutual Private Wealth & Trust's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $27K in Q4 2021.
175 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q4 2022.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2022, filed 6 Jan 2023.