PP
ETY icon

PrairieView Partners’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

PrairieView Partners’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
2023
Q1 		– Sell
-6,875
Closed -$74K – 433
2022
Q4 		$74K Buy
+6,875
New +$79K 0.01% 155

Other funds holding ETY

Morgan Stanley
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
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
MPCG
Matrix Private Capital Group New York $207M AUM 16.87% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

PrairieView Partners's ETY Position: Q1 2023 in Review

PrairieView Partners sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q1 2023, closing a stake of 6,875 shares — an estimated $74K sold.

PrairieView Partners first reported a position in ETY in Q4 2022 and held it in 1 quarter. The position peaked at $74K in Q4 2022. 170 funds tracked by Wall St. Rank hold ETY as of Q1 2023.

  • PrairieView Partners reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q1 2023 after selling out during the quarter.
  • PrairieView Partners sold 6,875 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q1 2023, an estimated $74K.
  • PrairieView Partners first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q4 2022 and held it in 1 quarter.
  • PrairieView Partners's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $74K in Q4 2022.
  • 170 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q1 2023.

Based on PrairieView Partners's 13F filing for Q1 2023, filed 8 May 2023.