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Parkside Financial Bank & Trust’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Parkside Financial Bank & Trust’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
Q2 		– Sell
-2,683
Closed -$35.8K – 2063
2024
Q1 		$35.8K Hold
2,683
– – 0.01% 859
2023
Q4 		$32.7K Hold
2,683
– – 0.01% 833
2023
Q3 		$31K Hold
2,683
– – 0.01% 772
2023
Q2 		$33.4K Hold
2,683
– – 0.01% 737
2023
Q1 		$31.3K Hold
2,683
– – 0.01% 751
2022
Q4 		$29.1K Hold
2,683
– – 0.01% 734
2022
Q3 		$29K Hold
2,683
– – 0.01% 685
2022
Q2 		$30K Hold
2,683
– – 0.01% 686
2022
Q1 		$37K Hold
2,683
– – 0.01% 631
2021
Q4 		$40K Hold
2,683
– – 0.01% 586
2021
Q3 		$37K Hold
2,683
– – 0.01% 586
2021
Q2 		$38K Hold
2,683
– – 0.01% 579
2021
Q1 		$34K Hold
2,683
– – 0.01% 599
2020
Q4 		$33K Buy
+2,683
New +$31.2K 0.01% 572

Other funds holding ETY

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 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

Parkside Financial Bank & Trust's ETY Position: Q2 2024 in Review

Parkside Financial Bank & Trust sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q2 2024, closing a stake of 2,683 shares — an estimated $35.8K sold.

Parkside Financial Bank & Trust first reported a position in ETY in Q4 2020 and held it in 14 quarters. The position peaked at $40K in Q4 2021. 177 funds tracked by Wall St. Rank hold ETY as of Q2 2024.

  • Parkside Financial Bank & Trust reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q2 2024 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 2,683 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q2 2024, an estimated $35.8K.
  • Parkside Financial Bank & Trust first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q4 2020 and held it in 14 quarters.
  • Parkside Financial Bank & Trust's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $40K in Q4 2021.
  • 177 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2024.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2024, filed 5 Aug 2024.