North Star Investment Management’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

North Star Investment 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
2020 Q2	–	Sell	-4,800	Closed	-$45K	–	991
2020 Q1	$45K	Hold	4,800	–	–	0.01%	503
2019 Q4	$60K	Hold	4,800	–	–	0.01%	523
2019 Q3	$57K	Buy	+4,800	New	+$57.2K	0.01%	528
2019 Q2	–	Sell	-4,800	Closed	-$54K	–	559
2019 Q1	$54K	Hold	4,800	–	–	0.01%	546
2018 Q4	$49K	Hold	4,800	–	–	0.01%	520
2018 Q3	$62K	Hold	4,800	–	–	0.01%	518
2018 Q2	$58K	Hold	4,800	–	–	0.01%	531
2018 Q1	$56K	Buy	+4,800	New	+$57.5K	0.01%	534

Other funds holding ETY

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

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

North Star Investment Management's ETY Position: Q2 2020 in Review

North Star Investment Management sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q2 2020, closing a stake of 4,800 shares — an estimated $45K sold.

North Star Investment Management first reported a position in ETY in Q1 2018 and held it in 8 quarters. The position peaked at $62K in Q3 2018. 146 funds tracked by Wall St. Rank hold ETY as of Q2 2020.

North Star Investment Management reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q2 2020 after selling out during the quarter.
North Star Investment Management sold 4,800 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q2 2020, an estimated $45K.
North Star Investment Management first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q1 2018 and held it in 8 quarters.
North Star Investment Management's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $62K in Q3 2018.
146 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2020.

Based on North Star Investment Management's 13F filing for Q2 2020, filed 16 Jul 2020.