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Summit Securities Group’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Summit Securities Group’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
2024
Q2 		– Sell
-5,230
Closed -$70K – 635
2024
Q1 		$70K Buy
+5,230
New +$66.7K 0.01% 223
2015
Q3 		– Sell
-3,600
Closed -$41K – 405
2015
Q2 		$41K Buy
+3,600
New +$41.4K 0.02% 246

Other funds holding ETY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Summit Securities Group's ETY Position: Q2 2024 in Review

Summit Securities Group sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q2 2024, closing a stake of 5,230 shares — an estimated $70K sold.

Summit Securities Group first reported a position in ETY in Q2 2015 and held it in 2 quarters. The position peaked at $70K in Q1 2024. 177 funds tracked by Wall St. Rank hold ETY as of Q2 2024.

  • Summit Securities Group reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q2 2024 after selling out during the quarter.
  • Summit Securities Group sold 5,230 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q2 2024, an estimated $70K.
  • Summit Securities Group first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q2 2015 and held it in 2 quarters.
  • Summit Securities Group's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $70K in Q1 2024.
  • 177 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2024.

Based on Summit Securities Group's 13F filing for Q2 2024, filed 26 Jul 2024.