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Measured Wealth Private Client Group’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Measured Wealth Private Client Group’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
2019
Q3 		– Sell
-10,000
Closed -$120K – 158
2019
Q2 		$120K Buy
+10,000
New +$117K 0.07% 194

Other funds holding ETY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Measured Wealth Private Client Group's ETY Position: Q3 2019 in Review

Measured Wealth Private Client Group sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q3 2019, closing a stake of 10,000 shares — an estimated $120K sold.

Measured Wealth Private Client Group first reported a position in ETY in Q2 2019 and held it in 1 quarter. The position peaked at $120K in Q2 2019. 121 funds tracked by Wall St. Rank hold ETY as of Q3 2019.

  • Measured Wealth Private Client Group reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q3 2019 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 10,000 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q3 2019, an estimated $120K.
  • Measured Wealth Private Client Group first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q2 2019 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $120K in Q2 2019.
  • 121 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q3 2019.

Based on Measured Wealth Private Client Group's 13F filing for Q3 2019, filed 11 Oct 2019.