Sowell Financial Services’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Sowell Financial Services’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 Q2	–	Sell	-2,311	Closed	-$31K	–	1184
2021 Q1	$31K	Hold	2,311	–	–	﹤0.01%	1854
2020 Q4	$28K	Hold	2,311	–	–	﹤0.01%	1601
2020 Q3	$25K	Hold	2,311	–	–	﹤0.01%	1458
2020 Q2	$25K	Hold	2,311	–	–	﹤0.01%	1392
2020 Q1	$22K	Hold	2,311	–	–	﹤0.01%	1355
2019 Q4	$29K	Hold	2,311	–	–	﹤0.01%	1311
2019 Q3	$28K	Buy	+2,311	New	+$27.5K	﹤0.01%	1170

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

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Sowell Financial Services's ETY Position: Q2 2021 in Review

Sowell Financial Services sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q2 2021, closing a stake of 2,311 shares — an estimated $31K sold.

Sowell Financial Services first reported a position in ETY in Q3 2019 and held it in 7 quarters. The position peaked at $31K in Q1 2021. 152 funds tracked by Wall St. Rank hold ETY as of Q2 2021.

Sowell Financial Services reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 2,311 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q2 2021, an estimated $31K.
Sowell Financial Services first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q3 2019 and held it in 7 quarters.
Sowell Financial Services's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $31K in Q1 2021.
152 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.