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

Naples Global 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
2019
Q1 		– Sell
-12,800
Closed -$139K – 300
2018
Q4 		$139K Sell
12,800
-10,422
-45% -$120K 0.04% 285
2018
Q3 		$298K Buy
+23,222
New +$294K 0.08% 265

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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Naples Global Advisors's ETY Position: Q1 2019 in Review

Naples Global Advisors sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q1 2019, closing a stake of 12,800 shares — an estimated $139K sold.

Naples Global Advisors first reported a position in ETY in Q3 2018 and held it in 2 quarters. The position peaked at $298K in Q3 2018. 115 funds tracked by Wall St. Rank hold ETY as of Q1 2019.

  • Naples Global Advisors reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q1 2019 after selling out during the quarter.
  • Naples Global Advisors sold 12,800 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q1 2019, an estimated $139K.
  • Naples Global Advisors first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q3 2018 and held it in 2 quarters.
  • Naples Global Advisors's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $298K in Q3 2018.
  • 115 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q1 2019.

Based on Naples Global Advisors's 13F filing for Q1 2019, filed 29 Apr 2019.