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Sigma Planning Corp’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Sigma Planning Corp’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
2026
Q1 		– Sell
-10,637
Closed -$163K – 1346
2025
Q4 		$163K Buy
+10,637
New +$165K ﹤0.01% 1235
2023
Q4 		– Sell
-12,638
Closed -$146K – 941
2023
Q3 		$146K Buy
+12,638
New +$153K 0.01% 1117
2023
Q2 		– Sell
-17,833
Closed -$208K – 1256
2023
Q1 		$208K Sell
17,833
-3,422
-16% -$39.5K 0.01% 1163
2022
Q4 		$231K Sell
21,255
-1,179
-5% -$13.5K 0.01% 1083
2022
Q3 		$244K Sell
22,434
-1,330
-6% -$16.4K 0.01% 1030
2022
Q2 		$269K Buy
23,764
+794
+3% +$9.84K 0.01% 1045
2022
Q1 		$321K Sell
22,970
-917
-4% -$12.8K 0.01% 1027
2021
Q4 		$360K Buy
23,887
+78
+0.3% +$1.14K 0.01% 995
2021
Q3 		$332K Buy
23,809
+12,201
+105% +$175K 0.01% 1010
2021
Q2 		$163K Buy
+11,608
New +$158K ﹤0.01% 1327
2017
Q1 		– Sell
-23,956
Closed -$248K – 784
2016
Q4 		$248K Sell
23,956
-13,075
-35% -$136K 0.03% 576
2016
Q3 		$397K Buy
37,031
+2,128
+6% +$22.8K 0.05% 414
2016
Q2 		$363K Buy
34,903
+10,145
+41% +$106K 0.05% 420
2016
Q1 		$264K Buy
24,758
+1,603
+7% +$16.5K 0.04% 496
2015
Q4 		$259K Buy
23,155
+2,010
+10% +$22.5K 0.04% 505
2015
Q3 		$217K Buy
21,145
+10,256
+94% +$115K 0.03% 539
2015
Q2 		$124K Sell
10,889
-369
-3% -$4.25K 0.02% 658
2015
Q1 		$128K Buy
11,258
+508
+5% +$5.75K 0.02% 695
2014
Q4 		$120K Buy
+10,750
New +$123K 0.02% 673

Other funds holding ETY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MPCG
Matrix Private Capital Group New York $230M AUM 18.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sigma Planning Corp's ETY Position: Q1 2026 in Review

Sigma Planning Corp sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q1 2026, closing a stake of 10,637 shares — an estimated $163K sold.

Sigma Planning Corp first reported a position in ETY in Q4 2014 and held it in 19 quarters. The position peaked at $397K in Q3 2016. 207 funds tracked by Wall St. Rank hold ETY as of Q1 2026.

  • Sigma Planning Corp reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q1 2026 after selling out during the quarter.
  • Sigma Planning Corp sold 10,637 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q1 2026, an estimated $163K.
  • Sigma Planning Corp first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q4 2014 and held it in 19 quarters.
  • Sigma Planning Corp's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $397K in Q3 2016.
  • 207 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.