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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
2016
Q2 		– Sell
-3,220
Closed -$34K – 863
2016
Q1 		$34K Hold
3,220
– – 0.01% 459
2015
Q4 		$36K Buy
+3,220
New +$36.1K 0.01% 448

Other funds holding ETY

Morgan Stanley
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
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
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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Bank of America
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.