OTA Financial Group’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

OTA Financial Group’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
2022 Q4	–	Sell	-35,865	Closed	-$389K	–	85
2022 Q3	$389K	Buy	+35,865	New	+$443K	0.33%	39
2022 Q2	–	Sell	-17,483	Closed	-$244K	–	105
2022 Q1	$244K	Buy	+17,483	New	+$244K	0.16%	83
2019 Q1	–	Sell	-28,881	Closed	-$294K	–	47
2018 Q4	$294K	Buy	+28,881	New	+$331K	0.14%	52
2016 Q2	–	Sell	-22,650	Closed	-$241K	–	76
2016 Q1	$241K	Buy	+22,650	New	+$233K	0.42%	54
2015 Q2	–	Sell	-24,700	Closed	-$280K	–	81
2015 Q1	$280K	Buy	+24,700	New	+$280K	0.15%	55
2013 Q3	–	Sell	-37,830	Closed	-$384K	–	87
2013 Q2	$384K	Buy	+37,830	New	+$392K	0.18%	64

Other funds holding ETY

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

OTA Financial Group's ETY Position: Q4 2022 in Review

OTA Financial Group sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q4 2022, closing a stake of 35,865 shares — an estimated $389K sold.

OTA Financial Group first reported a position in ETY in Q2 2013 and held it in 6 quarters. The position peaked at $389K in Q3 2022. 175 funds tracked by Wall St. Rank hold ETY as of Q4 2022.

OTA Financial Group reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q4 2022 after selling out during the quarter.
OTA Financial Group sold 35,865 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q4 2022, an estimated $389K.
OTA Financial Group first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q2 2013 and held it in 6 quarters.
OTA Financial Group's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $389K in Q3 2022.
175 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q4 2022.

Based on OTA Financial Group's 13F filing for Q4 2022, filed 9 Feb 2023.