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

Valeo 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
2021
Q2 		– Sell
-2,069
Closed -$26K – 914
2021
Q1 		$26K Buy
2,069
+41
+2% +$512 ﹤0.01% 1077
2020
Q4 		$25K Sell
2,028
-2,122
-51% -$24.7K ﹤0.01% 972
2020
Q3 		$45K Buy
4,150
+2,150
+108% +$23.9K ﹤0.01% 696
2020
Q2 		$22K Buy
+2,000
New +$20.7K ﹤0.01% 1022

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RA
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Valeo Financial Advisors's ETY Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q2 2021, closing a stake of 2,069 shares — an estimated $26K sold.

Valeo Financial Advisors first reported a position in ETY in Q2 2020 and held it in 4 quarters. The position peaked at $45K in Q3 2020. 152 funds tracked by Wall St. Rank hold ETY as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 2,069 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q2 2021, an estimated $26K.
  • Valeo Financial Advisors first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q2 2020 and held it in 4 quarters.
  • Valeo Financial Advisors's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $45K in Q3 2020.
  • 152 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.