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

Tradition 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
2024
Q1 		– Sell
-3,737
Closed -$46K – 632
2023
Q4 		$46K Sell
3,737
-1,922
-34% -$22.2K ﹤0.01% 648
2023
Q3 		$65K Buy
5,659
+71
+1% +$861 0.01% 543
2023
Q2 		$70K Buy
5,588
+73
+1% +$858 0.01% 539
2023
Q1 		$64K Buy
5,515
+74
+1% +$855 0.01% 551
2022
Q4 		$59K Buy
5,441
+122
+2% +$1.4K 0.01% 489
2022
Q3 		$58K Buy
5,319
+119
+2% +$1.47K 0.01% 477
2022
Q2 		$59K Buy
5,200
+109
+2% +$1.35K 0.01% 433
2022
Q1 		$71K Buy
5,091
+99
+2% +$1.38K 0.01% 444
2021
Q4 		$75K Buy
4,992
+95
+2% +$1.39K 0.01% 453
2021
Q3 		$68K Buy
4,897
+88
+2% +$1.26K 0.01% 433
2021
Q2 		$68K Buy
4,809
+91
+2% +$1.24K 0.01% 467
2021
Q1 		$60K Buy
4,718
+95
+2% +$1.19K 0.01% 397
2020
Q4 		$57K Buy
+4,623
New +$53.7K 0.01% 388

Other funds holding ETY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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

Tradition Wealth Management's ETY Position: Q1 2024 in Review

Tradition Wealth Management sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q1 2024, closing a stake of 3,737 shares — an estimated $46K sold.

Tradition Wealth Management first reported a position in ETY in Q4 2020 and held it in 13 quarters. The position peaked at $75K in Q4 2021. 181 funds tracked by Wall St. Rank hold ETY as of Q1 2024.

  • Tradition Wealth Management reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 3,737 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q1 2024, an estimated $46K.
  • Tradition Wealth Management first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q4 2020 and held it in 13 quarters.
  • Tradition Wealth Management's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $75K in Q4 2021.
  • 181 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.