Phoenix Wealth Advisors’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Phoenix Wealth Advisors’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
2021 Q4	–	Sell	-1,254	Closed	-$17K	–	194
2021 Q3	$17K	Hold	1,254	–	–	0.01%	273
2021 Q2	$18K	Hold	1,254	–	–	0.01%	264
2021 Q1	$16K	Hold	1,254	–	–	0.01%	268
2020 Q4	$15K	Buy	+1,254	New	+$14.6K	0.01%	272

Other funds holding ETY

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

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

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

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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Phoenix Wealth Advisors's ETY Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q4 2021, closing a stake of 1,254 shares — an estimated $17K sold.

Phoenix Wealth Advisors first reported a position in ETY in Q4 2020 and held it in 4 quarters. The position peaked at $18K in Q2 2021. 158 funds tracked by Wall St. Rank hold ETY as of Q4 2021.

Phoenix Wealth Advisors reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q4 2021 after selling out during the quarter.
Phoenix Wealth Advisors sold 1,254 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q4 2021, an estimated $17K.
Phoenix Wealth Advisors first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q4 2020 and held it in 4 quarters.
Phoenix Wealth Advisors's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $18K in Q2 2021.
158 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.