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 $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 $617B AUM 30.33% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthstreet Investment Advisors's ETY Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q2 2021, closing a stake of 10,200 shares — an estimated $130K sold.

Wealthstreet Investment Advisors first reported a position in ETY in Q4 2018 and held it in 10 quarters. The position peaked at $130K in Q1 2021. 152 funds tracked by Wall St. Rank hold ETY as of Q2 2021.

Wealthstreet Investment Advisors reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q2 2021 after selling out during the quarter.
Wealthstreet Investment Advisors sold 10,200 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q2 2021, an estimated $130K.
Wealthstreet Investment Advisors first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q4 2018 and held it in 10 quarters.
Wealthstreet Investment Advisors's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $130K in Q1 2021.
152 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.