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Polaris Wealth Advisory Group’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Polaris Wealth Advisory 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
2018
Q4 		– Sell
-2,406
Closed -$31K – 244
2018
Q3 		$31K Buy
+2,406
New +$30.5K ﹤0.01% 289
2018
Q2 		– Sell
-2,406
Closed -$28K – 312
2018
Q1 		$28K Buy
+2,406
New +$28.8K ﹤0.01% 269

Other funds holding ETY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Polaris Wealth Advisory Group's ETY Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q4 2018, closing a stake of 2,406 shares — an estimated $31K sold.

Polaris Wealth Advisory Group first reported a position in ETY in Q1 2018 and held it in 2 quarters. The position peaked at $31K in Q3 2018. 125 funds tracked by Wall St. Rank hold ETY as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 2,406 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q4 2018, an estimated $31K.
  • Polaris Wealth Advisory Group first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q1 2018 and held it in 2 quarters.
  • Polaris Wealth Advisory Group's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $31K in Q3 2018.
  • 125 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.