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

Wealthstreet Investment 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	-10,200	Closed	-$130K	–	169
2021 Q1	$130K	Hold	10,200	–	–	0.01%	355
2020 Q4	$125K	Hold	10,200	–	–	0.01%	346
2020 Q3	$111K	Hold	10,200	–	–	0.01%	329
2020 Q2	$110K	Hold	10,200	–	–	0.01%	319
2020 Q1	$95K	Hold	10,200	–	–	0.01%	298
2019 Q4	$128K	Hold	10,200	–	–	0.01%	341
2019 Q3	$122K	Hold	10,200	–	–	0.02%	327
2019 Q2	$122K	Hold	10,200	–	–	0.02%	335
2019 Q1	$115K	Hold	10,200	–	–	0.02%	337
2018 Q4	$111K	Buy	+10,200	New	+$117K	0.02%	323

Other funds holding ETY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $5.44B AUM 13.64% 1-Year Est. Return

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $564B 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