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

Principle Wealth 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
2020
Q4 		– Sell
-12,000
Closed -$131K – 274
2020
Q3 		$131K Hold
12,000
– – 0.04% 150
2020
Q2 		$129K Hold
12,000
– – 0.04% 187
2020
Q1 		$112K Buy
+12,000
New +$138K 0.04% 134

Other funds holding ETY

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HBCM
Heron Bay Capital Management Bloomfield Hills, Michigan $1.08B AUM 7.99% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Principle Wealth Partners's ETY Position: Q4 2020 in Review

Principle Wealth Partners sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q4 2020, closing a stake of 12,000 shares — an estimated $131K sold.

Principle Wealth Partners first reported a position in ETY in Q1 2020 and held it in 3 quarters. The position peaked at $131K in Q3 2020. 161 funds tracked by Wall St. Rank hold ETY as of Q4 2020.

  • Principle Wealth Partners reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q4 2020 after selling out during the quarter.
  • Principle Wealth Partners sold 12,000 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q4 2020, an estimated $131K.
  • Principle Wealth Partners first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q1 2020 and held it in 3 quarters.
  • Principle Wealth Partners's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $131K in Q3 2020.
  • 161 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q4 2020.

Based on Principle Wealth Partners's 13F filing for Q4 2020, filed 16 Feb 2021.