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

SeaCrest Wealth Management’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	-1,855	Closed	-$21K	–	889
2022 Q2	$21K	Buy	+1,855	New	+$23K	﹤0.01%	1458
2019 Q2	–	Sell	-3,866	Closed	-$44K	–	917
2019 Q1	$44K	Hold	3,866	–	–	0.01%	985
2018 Q4	$39K	Hold	3,866	–	–	0.01%	986
2018 Q3	$50K	Hold	3,866	–	–	0.01%	993
2018 Q2	$47K	Hold	3,866	–	–	0.01%	1015
2018 Q1	$45K	Hold	3,866	–	–	0.01%	997
2017 Q4	$47K	Buy	+3,866	New	+$45.9K	0.01%	986

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

SeaCrest Wealth Management's ETY Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q3 2022, closing a stake of 1,855 shares — an estimated $21K sold.

SeaCrest Wealth Management first reported a position in ETY in Q4 2017 and held it in 7 quarters. The position peaked at $50K in Q3 2018. 165 funds tracked by Wall St. Rank hold ETY as of Q3 2022.

SeaCrest Wealth Management reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 1,855 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q3 2022, an estimated $21K.
SeaCrest Wealth Management first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q4 2017 and held it in 7 quarters.
SeaCrest Wealth Management's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $50K in Q3 2018.
165 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.