Retirement Group’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Retirement Group’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
2022 Q3	–	Sell	-4,816	Closed	-$55K	–	579
2022 Q2	$55K	Hold	4,816	–	–	0.02%	201
2022 Q1	$67K	Sell	4,816 -1,570	-25%	-$21.9K	0.03%	203
2021 Q4	$96K	Buy	6,386 +1,570	+33%	+$22.9K	0.04%	170
2021 Q3	$67K	Hold	4,816	–	–	0.03%	195
2021 Q2	$68K	Sell	4,816 -1,560	-24%	-$21.2K	0.03%	199
2021 Q1	$81K	Buy	6,376 +720	+13%	+$9K	0.04%	211
2020 Q4	$69K	Buy	5,656 +840	+17%	+$9.76K	0.03%	220
2020 Q3	$52K	Hold	4,816	–	–	0.03%	233
2020 Q2	$52K	Buy	+4,816	New	+$49.8K	0.03%	228

Other funds holding ETY

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

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

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

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

MPCG

Matrix Private Capital Group New York $207M AUM 16.87% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Retirement Group's ETY Position: Q3 2022 in Review

Retirement Group sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q3 2022, closing a stake of 4,816 shares — an estimated $55K sold.

Retirement Group first reported a position in ETY in Q2 2020 and held it in 9 quarters. The position peaked at $96K in Q4 2021. 165 funds tracked by Wall St. Rank hold ETY as of Q3 2022.

Retirement Group reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q3 2022 after selling out during the quarter.
Retirement Group sold 4,816 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q3 2022, an estimated $55K.
Retirement Group first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q2 2020 and held it in 9 quarters.
Retirement Group's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $96K in Q4 2021.
165 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q3 2022.

Based on Retirement Group's 13F filing for Q3 2022, filed 14 Nov 2022.