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Orion Portfolio Solutions’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Orion Portfolio Solutions’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
Q3 		– Sell
-570
Closed -$6K – 914
2020
Q2 		$6K Hold
570
– – ﹤0.01% 1388
2020
Q1 		$5K Buy
+570
New +$6.55K ﹤0.01% 1284

Other funds holding ETY

Morgan Stanley
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
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Orion Portfolio Solutions's ETY Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q3 2020, closing a stake of 570 shares — an estimated $6K sold.

Orion Portfolio Solutions first reported a position in ETY in Q1 2020 and held it in 2 quarters. The position peaked at $6K in Q2 2020. 144 funds tracked by Wall St. Rank hold ETY as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 570 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q3 2020, an estimated $6K.
  • Orion Portfolio Solutions first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q1 2020 and held it in 2 quarters.
  • Orion Portfolio Solutions's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $6K in Q2 2020.
  • 144 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.