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

Stonebridge Capital Advisors’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
2023
Q4 		– Sell
-2,826
Closed -$32.6K – 411
2023
Q3 		$32.6K Buy
+2,826
New +$34.3K ﹤0.01% 416
2022
Q4 		– Sell
-628
Closed -$7K – 1020
2022
Q3 		$7K Buy
+628
New +$7.75K ﹤0.01% 636

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RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stonebridge Capital Advisors's ETY Position: Q4 2023 in Review

Stonebridge Capital Advisors sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q4 2023, closing a stake of 2,826 shares — an estimated $32.6K sold.

Stonebridge Capital Advisors first reported a position in ETY in Q3 2022 and held it in 2 quarters. The position peaked at $32.6K in Q3 2023. 173 funds tracked by Wall St. Rank hold ETY as of Q4 2023.

  • Stonebridge Capital Advisors reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q4 2023 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 2,826 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q4 2023, an estimated $32.6K.
  • Stonebridge Capital Advisors first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q3 2022 and held it in 2 quarters.
  • Stonebridge Capital Advisors's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $32.6K in Q3 2023.
  • 173 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q4 2023.

Based on Stonebridge Capital Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.