True Link Financial Advisors’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

True Link Financial 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 Q4	–	Sell	-130,533	Closed	-$1.51M	–	68
2023 Q3	$1.51M	Hold	130,533	–	–	0.18%	34
2023 Q2	$1.63M	Hold	130,533	–	–	0.2%	34
2023 Q1	$1.52M	Hold	130,533	–	–	0.19%	39
2022 Q4	$1.42M	Sell	130,533 -1,936	-1%	-$22.2K	0.19%	41
2022 Q3	$1.44M	Hold	132,469	–	–	0.21%	44
2022 Q2	$1.5M	Hold	132,469	–	–	0.23%	47
2022 Q1	$1.85M	Hold	132,469	–	–	0.27%	38
2021 Q4	$1.99M	Hold	132,469	–	–	0.27%	44
2021 Q3	$1.85M	Sell	132,469 -355	-0.3%	-$5.09K	0.25%	46
2021 Q2	$1.87M	Sell	132,824 -100	-0.1%	-$1.36K	0.27%	43
2021 Q1	$1.7M	Hold	132,924	–	–	0.25%	49
2020 Q4	$1.63M	Buy	+132,924	New	+$1.54M	0.26%	51

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

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

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

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

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

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

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

True Link Financial Advisors's ETY Position: Q4 2023 in Review

True Link Financial Advisors sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q4 2023, closing a stake of 130,533 shares — an estimated $1.51M sold.

True Link Financial Advisors first reported a position in ETY in Q4 2020 and held it in 12 quarters. The position peaked at $1.99M in Q4 2021. 173 funds tracked by Wall St. Rank hold ETY as of Q4 2023.

True Link Financial Advisors reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q4 2023 after selling out during the quarter.
True Link Financial Advisors sold 130,533 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q4 2023, an estimated $1.51M.
True Link Financial Advisors first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q4 2020 and held it in 12 quarters.
True Link Financial Advisors's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $1.99M in Q4 2021.
173 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q4 2023.

Based on True Link Financial Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.