Running Point Capital Advisors’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Running Point Capital 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
2023 Q1	–	Sell	-10,000	Closed	-$109K	–	168
2022 Q4	$109K	Hold	10,000	–	–	0.07%	135
2022 Q3	$109K	Hold	10,000	–	–	0.07%	123
2022 Q2	$113K	Hold	10,000	–	–	0.07%	121
2022 Q1	$140K	Buy	+10,000	New	+$140K	0.08%	113

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

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

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

MPCG

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

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

Running Point Capital Advisors's ETY Position: Q1 2023 in Review

Running Point Capital Advisors sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q1 2023, closing a stake of 10,000 shares — an estimated $109K sold.

Running Point Capital Advisors first reported a position in ETY in Q1 2022 and held it in 4 quarters. The position peaked at $140K in Q1 2022. 170 funds tracked by Wall St. Rank hold ETY as of Q1 2023.

Running Point Capital Advisors reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q1 2023 after selling out during the quarter.
Running Point Capital Advisors sold 10,000 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q1 2023, an estimated $109K.
Running Point Capital Advisors first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q1 2022 and held it in 4 quarters.
Running Point Capital Advisors's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $140K in Q1 2022.
170 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q1 2023.

Based on Running Point Capital Advisors's 13F filing for Q1 2023, filed 10 May 2023.