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NVWM LLC’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

NVWM LLC’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
2024
Q1 		– Sell
-367
Closed -$4.47K – 612
2023
Q4 		$4.47K Buy
+367
New +$4.25K ﹤0.01% 335

Other funds holding ETY

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 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
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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

NVWM LLC's ETY Position: Q1 2024 in Review

NVWM LLC sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q1 2024, closing a stake of 367 shares — an estimated $4.47K sold.

NVWM LLC first reported a position in ETY in Q4 2023 and held it in 1 quarter. The position peaked at $4.47K in Q4 2023. 181 funds tracked by Wall St. Rank hold ETY as of Q1 2024.

  • NVWM LLC reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q1 2024 after selling out during the quarter.
  • NVWM LLC sold 367 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q1 2024, an estimated $4.47K.
  • NVWM LLC first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q4 2023 and held it in 1 quarter.
  • NVWM LLC's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $4.47K in Q4 2023.
  • 181 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q1 2024.

Based on NVWM LLC's 13F filing for Q1 2024, filed 7 May 2024.