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

Oxford 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
Q3 		– Sell
-10,500
Closed -$119K – 252
2022
Q2 		$119K Buy
+10,500
New +$130K 0.02% 195

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Oxford Financial Group's ETY Position: Q3 2022 in Review

Oxford Financial Group sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q3 2022, closing a stake of 10,500 shares — an estimated $119K sold.

Oxford Financial Group first reported a position in ETY in Q2 2022 and held it in 1 quarter. The position peaked at $119K in Q2 2022. 165 funds tracked by Wall St. Rank hold ETY as of Q3 2022.

  • Oxford Financial Group reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q3 2022 after selling out during the quarter.
  • Oxford Financial Group sold 10,500 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q3 2022, an estimated $119K.
  • Oxford Financial Group first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q2 2022 and held it in 1 quarter.
  • Oxford Financial Group's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $119K in Q2 2022.
  • 165 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q3 2022.

Based on Oxford Financial Group's 13F filing for Q3 2022, filed 2 Nov 2022.