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

Sonora Investment 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
2021 Q3	$6K	Hold	420	–	–	﹤0.01%	859
2021 Q2	$6K	Hold	420	–	–	﹤0.01%	781
2021 Q1	$5K	Hold	420	–	–	﹤0.01%	1517
2020 Q4	$5K	Hold	420	–	–	﹤0.01%	1449
2020 Q3	$5K	Hold	420	–	–	﹤0.01%	1460
2020 Q2	$5K	Hold	420	–	–	﹤0.01%	1351
2020 Q1	$4K	Hold	420	–	–	﹤0.01%	1333
2019 Q4	$5K	Hold	420	–	–	﹤0.01%	1406
2019 Q3	$5K	Hold	420	–	–	﹤0.01%	1400
2019 Q2	$5K	Hold	420	–	–	﹤0.01%	1376
2019 Q1	$5K	Hold	420	–	–	﹤0.01%	1231
2018 Q4	$4K	Hold	420	–	–	﹤0.01%	1066
2018 Q3	$5K	Hold	420	–	–	﹤0.01%	1016
2018 Q2	$5K	Hold	420	–	–	﹤0.01%	953
2018 Q1	$4.86K	Hold	420	–	–	﹤0.01%	956
2017 Q4	$5.12K	Hold	420	–	–	﹤0.01%	946
2017 Q3	$4.9K	Hold	420	–	–	﹤0.01%	872
2017 Q2	$4.74K	Hold	420	–	–	﹤0.01%	847
2017 Q1	$4.65K	Hold	420	–	–	﹤0.01%	805
2016 Q4	$4.35K	Hold	420	–	–	﹤0.01%	719
2016 Q3	$4.5K	Hold	420	–	–	﹤0.01%	697
2016 Q2	$4.37K	Hold	420	–	–	﹤0.01%	709
2016 Q1	$4.41K	Hold	420	–	–	﹤0.01%	750
2015 Q4	$5K	Hold	420	–	–	﹤0.01%	630
2015 Q3	$5K	Buy	+420	New	+$4.7K	﹤0.01%	710

Other funds holding ETY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 $617B AUM 30.33% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sonora Investment Management's ETY Position: Q3 2021 in Review

Sonora Investment Management held its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) position steady in Q3 2021 at 420 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #859.

Sonora Investment Management first reported a position in ETY in Q3 2015 and has held it in 25 quarters since. 150 funds tracked by Wall St. Rank hold ETY as of Q3 2021.

Sonora Investment Management held 420 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $6K as of Q3 2021.
Sonora Investment Management left its Eaton Vance Tax-Managed Diversified Equity Income Fund share count unchanged in Q3 2021.
Eaton Vance Tax-Managed Diversified Equity Income Fund made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #859 holding.
Sonora Investment Management first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q3 2015 and has held it in 25 quarters since.
150 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.