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

Retirement Guys Formula’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
Q2 		– Sell
-10,100
Closed -$141K – 129
2022
Q1 		$141K Hold
10,100
– – 0.09% 129
2021
Q4 		$152K Buy
+10,100
New +$148K 0.12% 111

Other funds holding ETY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
MPCG
Matrix Private Capital Group New York $207M AUM 16.87% 1-Year Est. Return

Retirement Guys Formula's ETY Position: Q2 2022 in Review

Retirement Guys Formula sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q2 2022, closing a stake of 10,100 shares — an estimated $141K sold.

Retirement Guys Formula first reported a position in ETY in Q4 2021 and held it in 2 quarters. The position peaked at $152K in Q4 2021. 174 funds tracked by Wall St. Rank hold ETY as of Q2 2022.

  • Retirement Guys Formula reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q2 2022 after selling out during the quarter.
  • Retirement Guys Formula sold 10,100 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q2 2022, an estimated $141K.
  • Retirement Guys Formula first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q4 2021 and held it in 2 quarters.
  • Retirement Guys Formula's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $152K in Q4 2021.
  • 174 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2022.

Based on Retirement Guys Formula's 13F filing for Q2 2022, filed 22 Jul 2022.