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

Patriot Financial Group Insurance Agency’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	-800	Closed	-$9K	–	877
2022 Q2	$9K	Hold	800	–	–	﹤0.01%	1277
2022 Q1	$11K	Hold	800	–	–	﹤0.01%	1310
2021 Q4	$12K	Hold	800	–	–	﹤0.01%	1416
2021 Q3	$11K	Hold	800	–	–	﹤0.01%	1432
2021 Q2	$11K	Buy	800 +300	+60%	+$4.08K	﹤0.01%	1408
2021 Q1	$6K	Hold	500	–	–	﹤0.01%	1500
2020 Q4	$6K	Hold	500	–	–	﹤0.01%	1372
2020 Q3	$5K	Hold	500	–	–	﹤0.01%	1217
2020 Q2	$5K	Hold	500	–	–	﹤0.01%	1168
2020 Q1	$5K	Hold	500	–	–	﹤0.01%	1060
2019 Q4	$6K	Buy	+500	New	+$6.08K	﹤0.01%	937
2017 Q3	–	Sell	-600	Closed	-$7K	–	916
2017 Q2	$7K	Hold	600	–	–	0.01%	602
2017 Q1	$7K	Hold	600	–	–	0.01%	555
2016 Q4	$6K	Buy	+600	New	+$6.23K	0.01%	535

Other funds holding ETY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 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

MPCG

Matrix Private Capital Group New York $207M AUM 16.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency's ETY Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q3 2022, closing a stake of 800 shares — an estimated $9K sold.

Patriot Financial Group Insurance Agency first reported a position in ETY in Q4 2016 and held it in 14 quarters. The position peaked at $12K in Q4 2021. 165 funds tracked by Wall St. Rank hold ETY as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 800 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q3 2022, an estimated $9K.
Patriot Financial Group Insurance Agency first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q4 2016 and held it in 14 quarters.
Patriot Financial Group Insurance Agency's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $12K in Q4 2021.
165 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.