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SFC
Strategic Financial Concepts’s
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
Stock Holding History
Strategic Financial Concepts’s Portfolio
ETY Stock Details
ETY Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$183K
Buy
+13,300
New
+$196K
0.05%
286
2025
Q4
–
Sell
-15,335
Closed
-$244K
–
167
2025
Q3
$244K
Sell
15,335
-80
-0.5%
-$1.26K
0.04%
229
2025
Q2
$238K
Sell
15,415
-60
-0.4%
-$860
0.03%
240
2025
Q1
$221K
Hold
15,475
–
–
0.04%
304
2024
Q4
$231K
Sell
15,475
-3,375
-18%
-$50.2K
0.04%
295
2024
Q3
$276K
Sell
18,850
-238,830
-93%
-$3.35M
0.09%
190
2024
Q2
$18.9K
Buy
257,680
+238,180
+1,221%
+$3.21M
0.01%
342
2024
Q1
$261K
Buy
+19,500
New
+$249K
0.06%
252
2023
Q4
–
Sell
-19,650
Closed
-$227K
–
178
2023
Q3
$227K
Sell
19,650
-4,350
-18%
-$52.8K
0.08%
226
2023
Q2
$299K
Sell
24,000
-900
-4%
-$10.6K
0.11%
173
2023
Q1
$291K
Buy
+24,900
New
+$288K
0.12%
157
Other funds holding ETY
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
PS
Principal Securities
Des Moines, Iowa
$6.82B AUM
17.15%
1-Year Est. Return
GC
Guggenheim Capital
Chicago, Illinois
$12.6B AUM
27.3%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
MPCG
Matrix Private Capital Group
New York
$207M AUM
16.87%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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