Reilly Financial Advisors’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Reilly Financial Advisors’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 Q4	$48K	Hold	3,220	–	–	﹤0.01%	409
2021 Q3	$45K	Hold	3,220	–	–	﹤0.01%	390
2021 Q2	$45K	Hold	3,220	–	–	﹤0.01%	392
2021 Q1	$41K	Hold	3,220	–	–	﹤0.01%	396
2020 Q4	$39K	Hold	3,220	–	–	﹤0.01%	378
2020 Q3	$35K	Hold	3,220	–	–	﹤0.01%	355
2020 Q2	$35K	Hold	3,220	–	–	﹤0.01%	358
2020 Q1	$30K	Hold	3,220	–	–	﹤0.01%	373
2019 Q4	$40K	Hold	3,220	–	–	﹤0.01%	365
2019 Q3	$38K	Hold	3,220	–	–	﹤0.01%	383
2019 Q2	$39K	Hold	3,220	–	–	﹤0.01%	392
2019 Q1	$36K	Hold	3,220	–	–	﹤0.01%	409
2018 Q4	$33K	Hold	3,220	–	–	﹤0.01%	398
2018 Q3	$41K	Hold	3,220	–	–	0.01%	406
2018 Q2	$39K	Hold	3,220	–	–	0.01%	352
2018 Q1	$37K	Hold	3,220	–	–	0.01%	349
2017 Q4	$39K	Hold	3,220	–	–	0.01%	360
2017 Q3	$38K	Hold	3,220	–	–	0.01%	350
2017 Q2	$36K	Hold	3,220	–	–	0.01%	363
2017 Q1	$36K	Hold	3,220	–	–	0.01%	353
2016 Q4	$33K	Hold	3,220	–	–	0.01%	345
2016 Q3	$34K	Hold	3,220	–	–	0.01%	317
2016 Q2	$34K	Buy	+3,220	New	+$33.7K	0.01%	305
2015 Q4	–	Sell	-3,220	Closed	-$36.1K	–	1265
2015 Q3	$33K	Hold	3,220	–	–	0.01%	474
2015 Q2	$37K	Hold	3,220	–	–	0.01%	496
2015 Q1	$37K	Hold	3,220	–	–	0.01%	483
2014 Q4	$36K	Hold	3,220	–	–	0.01%	304
2014 Q3	$37K	Hold	3,220	–	–	0.01%	292
2014 Q2	$38K	Hold	3,220	–	–	0.01%	301
2014 Q1	$36K	Hold	3,220	–	–	0.01%	325
2013 Q4	$35K	Buy	+3,220	New	+$34.3K	0.01%	302

Other funds holding ETY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Reilly Financial Advisors's ETY Position: Q4 2021 in Review

Reilly Financial Advisors held its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) position steady in Q4 2021 at 3,220 shares worth $48K. The position accounts for ﹤0.01% of the portfolio, ranked #409.

Reilly Financial Advisors first reported a position in ETY in Q4 2013 and has held it in 31 quarters since. 158 funds tracked by Wall St. Rank hold ETY as of Q4 2021.

Reilly Financial Advisors held 3,220 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $48K as of Q4 2021.
Reilly Financial Advisors left its Eaton Vance Tax-Managed Diversified Equity Income Fund share count unchanged in Q4 2021.
Eaton Vance Tax-Managed Diversified Equity Income Fund made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #409 holding.
Reilly Financial Advisors first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q4 2013 and has held it in 31 quarters since.
158 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.