Wealthspire Advisors (Maryland)’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-4,721	Closed	-$53K	–	941
2019 Q1	$53K	Buy	4,721 +106	+2%	+$1.18K	﹤0.01%	870
2018 Q4	$47K	Buy	4,615 +106	+2%	+$1.22K	﹤0.01%	879
2018 Q3	$58K	Buy	4,509 +89	+2%	+$1.13K	﹤0.01%	912
2018 Q2	$54K	Buy	4,420 +91	+2%	+$1.11K	﹤0.01%	945
2018 Q1	$50K	Buy	4,329 +90	+2%	+$1.08K	﹤0.01%	982
2017 Q4	$52K	Buy	4,239 +88	+2%	+$1.04K	0.01%	981
2017 Q3	$48K	Buy	4,151 +91	+2%	+$1.04K	0.01%	992
2017 Q2	$46K	Buy	+4,060	New	+$46K	0.01%	978

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

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

RJA

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

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s ETY Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q2 2019, closing a stake of 4,721 shares — an estimated $53K sold.

Wealthspire Advisors (Maryland) first reported a position in ETY in Q2 2017 and held it in 8 quarters. The position peaked at $58K in Q3 2018. 117 funds tracked by Wall St. Rank hold ETY as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 4,721 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q2 2019, an estimated $53K.
Wealthspire Advisors (Maryland) first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q2 2017 and held it in 8 quarters.
Wealthspire Advisors (Maryland)'s Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $58K in Q3 2018.
117 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.