Tradewinds Capital Management’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Tradewinds Capital 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
2024 Q3	–	Sell	-919	Closed	-$12.9K	–	624
2024 Q2	$12.9K	Hold	919	–	–	﹤0.01%	308
2024 Q1	$12.3K	Hold	919	–	–	﹤0.01%	292
2023 Q4	$11.2K	Hold	919	–	–	﹤0.01%	240
2023 Q3	$10.6K	Hold	919	–	–	﹤0.01%	229
2023 Q2	$11.5K	Hold	919	–	–	﹤0.01%	225
2023 Q1	$10.7K	Hold	919	–	–	﹤0.01%	235
2022 Q4	$9.98K	Hold	919	–	–	﹤0.01%	218
2022 Q3	$10K	Hold	919	–	–	﹤0.01%	211
2022 Q2	$10K	Hold	919	–	–	﹤0.01%	213
2022 Q1	$13K	Hold	919	–	–	﹤0.01%	436
2021 Q4	$14K	Hold	919	–	–	﹤0.01%	436
2021 Q3	$13K	Hold	919	–	–	﹤0.01%	428
2021 Q2	$13K	Hold	919	–	–	﹤0.01%	434
2021 Q1	$12K	Hold	919	–	–	﹤0.01%	419
2020 Q4	$11K	Hold	919	–	–	﹤0.01%	406
2020 Q3	$10K	Hold	919	–	–	﹤0.01%	393
2020 Q2	$10K	Hold	919	–	–	﹤0.01%	382
2020 Q1	$9K	Buy	+919	New	+$10.6K	﹤0.01%	363
2018 Q1	–	Sell	-800	Closed	-$10K	–	658
2017 Q4	$10K	Hold	800	–	–	﹤0.01%	425
2017 Q3	$9K	Hold	800	–	–	﹤0.01%	407
2017 Q2	$9K	Buy	+800	New	+$9.06K	﹤0.01%	408
2017 Q1	–	Hold	0	–	–	–	408
2016 Q4	–	Hold	0	–	–	–	396
2016 Q2	–	Hold	0	–	–	–	387
2016 Q1	–	Hold	0	–	–	–	409

Other funds holding ETY

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

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

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

RJA

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

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

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

Tradewinds Capital Management's ETY Position: Q3 2024 in Review

Tradewinds Capital Management sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q3 2024, closing a stake of 919 shares — an estimated $12.9K sold.

Tradewinds Capital Management first reported a position in ETY in Q2 2017 and held it in 21 quarters. The position peaked at $14K in Q4 2021. 186 funds tracked by Wall St. Rank hold ETY as of Q3 2024.

Tradewinds Capital Management reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q3 2024 after selling out during the quarter.
Tradewinds Capital Management sold 919 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q3 2024, an estimated $12.9K.
Tradewinds Capital Management first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q2 2017 and held it in 21 quarters.
Tradewinds Capital Management's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $14K in Q4 2021.
186 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q3 2024.

Based on Tradewinds Capital Management's 13F filing for Q3 2024, filed 16 Oct 2024.