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

Ropes Wealth 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
2020 Q1	–	Sell	-774	Closed	-$10K	–	543
2019 Q4	$10K	Hold	774	–	–	﹤0.01%	466
2019 Q3	$9K	Hold	774	–	–	﹤0.01%	485
2019 Q2	$9K	Hold	774	–	–	﹤0.01%	490
2019 Q1	$9K	Hold	774	–	–	﹤0.01%	456
2018 Q4	$8K	Hold	774	–	–	﹤0.01%	437
2018 Q3	$10K	Hold	774	–	–	﹤0.01%	460
2018 Q2	$9K	Hold	774	–	–	﹤0.01%	477
2018 Q1	$9K	Hold	774	–	–	﹤0.01%	463
2017 Q4	$9K	Hold	774	–	–	﹤0.01%	541
2017 Q3	$9K	Buy	+774	New	+$8.84K	﹤0.01%	522

Other funds holding ETY

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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

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

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

RJA

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

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

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

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

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

Ropes Wealth Advisors's ETY Position: Q1 2020 in Review

Ropes Wealth Advisors sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q1 2020, closing a stake of 774 shares — an estimated $10K sold.

Ropes Wealth Advisors first reported a position in ETY in Q3 2017 and held it in 10 quarters. The position peaked at $10K in Q4 2019. 142 funds tracked by Wall St. Rank hold ETY as of Q1 2020.

Ropes Wealth Advisors reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q1 2020 after selling out during the quarter.
Ropes Wealth Advisors sold 774 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q1 2020, an estimated $10K.
Ropes Wealth Advisors first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q3 2017 and held it in 10 quarters.
Ropes Wealth Advisors's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $10K in Q4 2019.
142 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q1 2020.

Based on Ropes Wealth Advisors's 13F filing for Q1 2020, filed 24 Apr 2020.