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

TCI Wealth 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 Q2	–	Sell	-3,000	Closed	-$35K	–	864
2023 Q1	$35K	Buy	+3,000	New	+$34.6K	﹤0.01%	528
2017 Q1	–	Sell	-1,474	Closed	-$15K	–	1316
2016 Q4	$15K	Buy	+1,474	New	+$15.3K	0.01%	539
2016 Q3	–	Sell	-1,600	Closed	-$17K	–	1371
2016 Q2	$17K	Buy	+1,600	New	+$16.7K	0.01%	468

Other funds holding ETY

Morgan Stanley New York $1.66T AUM 25.57% 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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $12.9B 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

TCI Wealth Advisors's ETY Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q2 2023, closing a stake of 3,000 shares — an estimated $35K sold.

TCI Wealth Advisors first reported a position in ETY in Q2 2016 and held it in 3 quarters. The position peaked at $35K in Q1 2023. 165 funds tracked by Wall St. Rank hold ETY as of Q2 2023.

TCI Wealth Advisors reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 3,000 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q2 2023, an estimated $35K.
TCI Wealth Advisors first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q2 2016 and held it in 3 quarters.
TCI Wealth Advisors's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $35K in Q1 2023.
165 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.