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Seizert Capital Partners’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Seizert Capital Partners’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
2019
Q3 		– Sell
-293,075
Closed -$3.51M – 209
2019
Q2 		$3.51M Buy
293,075
+12,625
+5% +$148K 0.17% 64
2019
Q1 		$3.17M Buy
280,450
+8,706
+3% +$96.5K 0.14% 66
2018
Q4 		$2.77M Buy
271,744
+44,190
+19% +$507K 0.13% 79
2018
Q3 		$2.92M Hold
227,554
– – 0.11% 87
2018
Q2 		$2.63M Hold
227,554
– – 0.1% 94
2018
Q1 		$2.63M Sell
227,554
-2,000
-0.9% -$24K 0.1% 94
2017
Q4 		$2.8M Buy
229,554
+360
+0.2% +$4.27K 0.1% 91
2017
Q3 		$2.67M Sell
229,194
-2,435
-1% -$27.8K 0.1% 99
2017
Q2 		$2.61M Hold
231,629
– – 0.09% 104
2017
Q1 		$2.56M Hold
231,629
– – 0.09% 105
2016
Q4 		$2.4M Buy
231,629
+58,595
+34% +$608K 0.09% 114
2016
Q3 		$1.85M Buy
173,034
+12,767
+8% +$137K 0.07% 120
2016
Q2 		$1.67M Buy
160,267
+2,000
+1% +$20.9K 0.06% 128
2016
Q1 		$1.69M Hold
158,267
– – 0.06% 133
2015
Q4 		$1.77M Hold
158,267
– – 0.06% 139
2015
Q3 		$1.63M Buy
158,267
+64,364
+69% +$719K 0.05% 141
2015
Q2 		$1.07M Buy
93,903
+19,578
+26% +$225K 0.03% 153
2015
Q1 		$844K Buy
74,325
+1,500
+2% +$17K 0.02% 154
2014
Q4 		$813K Hold
72,825
– – 0.02% 151
2014
Q3 		$831K Sell
72,825
-1,840
-2% -$21.6K 0.02% 143
2014
Q2 		$874K Sell
74,665
-27,300
-27% -$311K 0.02% 148
2014
Q1 		$1.14M Buy
101,965
+24,645
+32% +$273K 0.03% 136
2013
Q4 		$844K Buy
77,320
+17,300
+29% +$184K 0.02% 142
2013
Q3 		$605K Hold
60,020
– – 0.02% 147
2013
Q2 		$610K Buy
+60,020
New +$622K 0.02% 144

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Seizert Capital Partners's ETY Position: Q3 2019 in Review

Seizert Capital Partners sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q3 2019, closing a stake of 293,075 shares — an estimated $3.51M sold.

Seizert Capital Partners first reported a position in ETY in Q2 2013 and held it in 25 quarters. The position peaked at $3.51M in Q2 2019. 121 funds tracked by Wall St. Rank hold ETY as of Q3 2019.

  • Seizert Capital Partners reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q3 2019 after selling out during the quarter.
  • Seizert Capital Partners sold 293,075 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q3 2019, an estimated $3.51M.
  • Seizert Capital Partners first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q2 2013 and held it in 25 quarters.
  • Seizert Capital Partners's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $3.51M in Q2 2019.
  • 121 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q3 2019.

Based on Seizert Capital Partners's 13F filing for Q3 2019, filed 7 Nov 2019.