Mid Atlantic Financial Management’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Mid Atlantic Financial Management’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
2021 Q3	$346K	Buy	24,822 +3,273	+15%	+$46.9K	0.02%	604
2021 Q2	$303K	Sell	21,549 -3,649	-14%	-$49.6K	0.02%	661
2021 Q1	$322K	Sell	25,198 -1,537	-6%	-$19.2K	0.02%	597
2020 Q4	$328K	Buy	26,735 +1,809	+7%	+$21K	0.03%	543
2020 Q3	$287K	Sell	24,926 -5,190	-17%	-$57.7K	0.03%	536
2020 Q2	$325K	Buy	30,116 +1,195	+4%	+$12.4K	0.03%	459
2020 Q1	$270K	Buy	28,921 +9,040	+45%	+$104K	0.03%	477
2019 Q4	$249K	Sell	19,881 -3,908	-16%	-$47.5K	0.02%	579
2019 Q3	$283K	Sell	23,789 -1,123	-5%	-$13.4K	0.03%	525
2019 Q2	$299K	Buy	24,912 +3,008	+14%	+$35.3K	0.03%	523
2019 Q1	$248K	Buy	21,904 +8,534	+64%	+$94.6K	0.03%	566
2018 Q4	$136K	Buy	+13,370	New	+$153K	0.02%	635

Other funds holding ETY

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

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

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

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

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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Mid Atlantic Financial Management's ETY Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) stake by 15% in Q3 2021, buying an estimated $46.9K and bringing the position to 24,822 shares worth $346K. The position accounts for 0.02% of the portfolio, ranked #604.

Mid Atlantic Financial Management first reported a position in ETY in Q4 2018 and has held it in 12 quarters since. 150 funds tracked by Wall St. Rank hold ETY as of Q3 2021.

Mid Atlantic Financial Management held 24,822 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $346K as of Q3 2021.
Mid Atlantic Financial Management bought 3,273 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q3 2021, an estimated $46.9K.
Eaton Vance Tax-Managed Diversified Equity Income Fund made up 0.02% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #604 holding.
Mid Atlantic Financial Management first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q4 2018 and has held it in 12 quarters since.
150 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.