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Tower View Wealth Management’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Tower View Wealth Management’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
2021
Q4 		– Sell
-1,000
Closed -$14K – 200
2021
Q3 		$14K Buy
+1,000
New +$14.3K 0.01% 154

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UBS Group
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Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
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Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Tower View Wealth Management's ETY Position: Q4 2021 in Review

Tower View Wealth Management sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q4 2021, closing a stake of 1,000 shares — an estimated $14K sold.

Tower View Wealth Management first reported a position in ETY in Q3 2021 and held it in 1 quarter. The position peaked at $14K in Q3 2021. 158 funds tracked by Wall St. Rank hold ETY as of Q4 2021.

  • Tower View Wealth Management reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q4 2021 after selling out during the quarter.
  • Tower View Wealth Management sold 1,000 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q4 2021, an estimated $14K.
  • Tower View Wealth Management first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q3 2021 and held it in 1 quarter.
  • Tower View Wealth Management's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $14K in Q3 2021.
  • 158 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q4 2021.

Based on Tower View Wealth Management's 13F filing for Q4 2021, filed 3 Feb 2022.