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Pinnacle Financial Partners (Tennessee)’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Pinnacle Financial Partners (Tennessee)’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
2025
Q3 		– Sell
-629
Closed -$9.73K – 481
2025
Q2 		$9.73K Sell
629
-8,493
-93% -$122K ﹤0.01% 491
2025
Q1 		$136K Sell
9,122
-3,312
-27% -$49.7K ﹤0.01% 457
2024
Q4 		$182K Hold
12,434
– – ﹤0.01% 442
2024
Q3 		$182K Hold
12,434
– – ﹤0.01% 441
2024
Q2 		$166K Hold
12,434
– – ﹤0.01% 441
2024
Q1 		$166K Hold
12,434
– – ﹤0.01% 437
2023
Q4 		$152K Hold
12,434
– – ﹤0.01% 416
2023
Q3 		$143K Hold
12,434
– – ﹤0.01% 398
2023
Q2 		$155K Sell
12,434
-149
-1% -$1.75K ﹤0.01% 397
2023
Q1 		$147K Hold
12,583
– – ﹤0.01% 389
2022
Q4 		$137K Hold
12,583
– – ﹤0.01% 377
2022
Q3 		$137K Buy
12,583
+182
+1% +$2.25K 0.01% 363
2022
Q2 		$141K Buy
12,401
+150
+1% +$1.86K 0.01% 355
2022
Q1 		$171K Hold
12,251
– – 0.01% 359
2021
Q4 		$184K Hold
12,251
– – 0.01% 385
2021
Q3 		$171K Hold
12,251
– – 0.01% 377
2021
Q2 		$172K Sell
12,251
-573
-4% -$7.79K 0.01% 359
2021
Q1 		$157K Hold
12,824
– – 0.01% 345
2020
Q4 		$140K Hold
12,824
– – 0.01% 348
2020
Q3 		$140K Buy
12,824
+8
+0.1% +$89 0.01% 333
2020
Q2 		$138K Buy
12,816
+47
+0.4% +$486 0.01% 320
2020
Q1 		$119K Sell
12,769
-8,987
-41% -$103K 0.01% 323
2019
Q4 		$272K Hold
21,756
– – 0.02% 317
2019
Q3 		$259K Hold
21,756
– – 0.02% 302
2019
Q2 		$261K Buy
21,756
+400
+2% +$4.7K 0.02% 299
2019
Q1 		$241K Buy
21,356
+498
+2% +$5.52K 0.02% 302
2018
Q4 		$213K Buy
20,858
+3,312
+19% +$38K 0.02% 303
2018
Q3 		$225K Buy
17,546
+6,046
+53% +$76.6K 0.02% 312
2018
Q2 		$139K Buy
11,500
+600
+6% +$7.31K 0.01% 315
2018
Q1 		$126K Hold
10,900
– – 0.01% 323
2017
Q4 		$133K Buy
+10,900
New +$129K 0.01% 310

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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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MPCG
Matrix Private Capital Group New York $207M AUM 16.87% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s ETY Position: Q3 2025 in Review

Pinnacle Financial Partners (Tennessee) sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q3 2025, closing a stake of 629 shares — an estimated $9.73K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in ETY in Q4 2017 and held it in 31 quarters. The position peaked at $272K in Q4 2019. 195 funds tracked by Wall St. Rank hold ETY as of Q3 2025.

  • Pinnacle Financial Partners (Tennessee) reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q3 2025 after selling out during the quarter.
  • Pinnacle Financial Partners (Tennessee) sold 629 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q3 2025, an estimated $9.73K.
  • Pinnacle Financial Partners (Tennessee) first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q4 2017 and held it in 31 quarters.
  • Pinnacle Financial Partners (Tennessee)'s Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $272K in Q4 2019.
  • 195 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q3 2025.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q3 2025, filed 28 Oct 2025.