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

RBA Wealth Management’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
Q2 		– Sell
-1,013
Closed -$12.9K – 113
2021
Q1 		$12.9K Buy
+1,013
New +$12.7K 0.01% 136

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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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RBA Wealth Management's ETY Position: Q2 2021 in Review

RBA Wealth Management sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q2 2021, closing a stake of 1,013 shares — an estimated $12.9K sold.

RBA Wealth Management first reported a position in ETY in Q1 2021 and held it in 1 quarter. The position peaked at $12.9K in Q1 2021. 152 funds tracked by Wall St. Rank hold ETY as of Q2 2021.

  • RBA Wealth Management reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q2 2021 after selling out during the quarter.
  • RBA Wealth Management sold 1,013 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q2 2021, an estimated $12.9K.
  • RBA Wealth Management first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q1 2021 and held it in 1 quarter.
  • RBA Wealth Management's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $12.9K in Q1 2021.
  • 152 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2021.

Based on RBA Wealth Management's 13F filing for Q2 2021, filed 22 Jul 2021.