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

Sunbelt Securities’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
2020 Q1	–	Sell	-15,982	Closed	-$200K	–	456
2019 Q4	$200K	Buy	15,982 +1,349	+9%	+$16.4K	0.02%	541
2019 Q3	$174K	Buy	+14,633	New	+$174K	0.02%	528
2015 Q4	–	Sell	-35,939	Closed	-$369K	–	97
2015 Q3	$369K	Sell	35,939 -553	-2%	-$6.18K	0.5%	48
2015 Q2	$415K	Sell	36,492 -5,703	-14%	-$65.6K	0.57%	37
2015 Q1	$479K	Sell	42,195 -3,490	-8%	-$39.5K	0.71%	32
2014 Q4	$510K	Buy	+45,685	New	+$522K	0.67%	31

Other funds holding ETY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sunbelt Securities's ETY Position: Q1 2020 in Review

Sunbelt Securities sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q1 2020, closing a stake of 15,982 shares — an estimated $200K sold.

Sunbelt Securities first reported a position in ETY in Q4 2014 and held it in 6 quarters. The position peaked at $510K in Q4 2014. 142 funds tracked by Wall St. Rank hold ETY as of Q1 2020.

Sunbelt Securities reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q1 2020 after selling out during the quarter.
Sunbelt Securities sold 15,982 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q1 2020, an estimated $200K.
Sunbelt Securities first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q4 2014 and held it in 6 quarters.
Sunbelt Securities's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $510K in Q4 2014.
142 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q1 2020.

Based on Sunbelt Securities's 13F filing for Q1 2020, filed 15 May 2020.