MA
ETY icon

MONECO Advisors’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

MONECO Advisors’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
Q3 		– Sell
-13,032
Closed -$162K – 341
2023
Q2 		$162K Hold
13,032
– – 0.04% 333
2023
Q1 		$152K Hold
13,032
– – 0.04% 316
2022
Q4 		$142K Sell
13,032
-6,100
-32% -$70.1K 0.05% 261
2022
Q3 		$208K Hold
19,132
– – 0.08% 229
2022
Q2 		$217K Hold
19,132
– – 0.08% 225
2022
Q1 		$267K Hold
19,132
– – 0.1% 195
2021
Q4 		$270K Hold
19,132
– – 0.1% 196
2021
Q3 		$267K Hold
19,132
– – 0.11% 196
2021
Q2 		$269K Hold
19,132
– – 0.12% 169
2021
Q1 		$244K Buy
19,132
+1,200
+7% +$15K 0.12% 174
2020
Q4 		$222K Hold
17,932
– – 0.12% 161
2020
Q3 		$195K Hold
17,932
– – 0.12% 149
2020
Q2 		$193K Hold
17,932
– – 0.15% 130
2020
Q1 		$167K Buy
+17,932
New +$206K 0.17% 111

Other funds holding ETY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
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

MONECO Advisors's ETY Position: Q3 2023 in Review

MONECO Advisors sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q3 2023, closing a stake of 13,032 shares — an estimated $162K sold.

MONECO Advisors first reported a position in ETY in Q1 2020 and held it in 14 quarters. The position peaked at $270K in Q4 2021. 175 funds tracked by Wall St. Rank hold ETY as of Q3 2023.

  • MONECO Advisors reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q3 2023 after selling out during the quarter.
  • MONECO Advisors sold 13,032 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q3 2023, an estimated $162K.
  • MONECO Advisors first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q1 2020 and held it in 14 quarters.
  • MONECO Advisors's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $270K in Q4 2021.
  • 175 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q3 2023.

Based on MONECO Advisors's 13F filing for Q3 2023, filed 6 Nov 2023.