USCA RIA’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

USCA RIA’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 Q2	$339K	Buy	24,105 +305	+1%	+$4.15K	0.02%	456
2021 Q1	$304K	Buy	23,800 +11,170	+88%	+$140K	0.02%	445
2020 Q4	$155K	Buy	+12,630	New	+$147K	0.01%	462
2020 Q3	–	Sell	-17,800	Closed	-$192K	–	481
2020 Q2	$192K	Buy	+17,800	New	+$184K	0.02%	410
2018 Q2	–	Sell	-15,060	Closed	-$174K	–	455
2018 Q1	$174K	Sell	15,060 -6,114	-29%	-$73.3K	0.02%	421
2017 Q4	$258K	Buy	21,174 +9,300	+78%	+$110K	0.03%	380
2017 Q3	$134K	Hold	11,874	–	–	0.02%	400
2017 Q2	$134K	Buy	+11,874	New	+$134K	0.02%	406

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

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

USCA RIA's ETY Position: Q2 2021 in Review

USCA RIA increased its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) stake by 1.3% in Q2 2021, buying an estimated $4.15K and bringing the position to 24,105 shares worth $339K. The position accounts for 0.02% of the portfolio, ranked #456.

USCA RIA first reported a position in ETY in Q2 2017 and has held it in 8 quarters since. 152 funds tracked by Wall St. Rank hold ETY as of Q2 2021.

USCA RIA held 24,105 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $339K as of Q2 2021.
USCA RIA bought 305 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q2 2021, an estimated $4.15K.
Eaton Vance Tax-Managed Diversified Equity Income Fund made up 0.02% of USCA RIA's portfolio in Q2 2021, its #456 holding.
USCA RIA first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q2 2017 and has held it in 8 quarters since.
152 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2021.

Based on USCA RIA's 13F filing for Q2 2021, filed 28 Jul 2021.