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Wintrust Investments’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Wintrust Investments’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
2024
Q4 		$24K Sell
1,639
-150
-8% -$2.23K 0.02% 361
2024
Q3 		$26K Sell
1,789
-9,103
-84% -$128K 0.02% 431
2024
Q2 		$153K Hold
10,892
– – 0.01% 457
2024
Q1 		$146K Buy
+10,892
New +$139K 0.01% 457

Other funds holding ETY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MPCG
Matrix Private Capital Group New York $230M AUM 18.07% 1-Year Est. Return

Wintrust Investments's ETY Position: Q4 2024 in Review

Wintrust Investments reduced its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) stake by 8.4% in Q4 2024, selling an estimated $2.23K and leaving 1,639 shares worth $24K. The position accounts for 0.02% of the portfolio, ranked #361.

Wintrust Investments first reported a position in ETY in Q1 2024 and has held it in 4 quarters since. The position peaked at $153K in Q2 2024. 193 funds tracked by Wall St. Rank hold ETY as of Q4 2024.

  • Wintrust Investments held 1,639 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $24K as of Q4 2024.
  • Wintrust Investments sold 150 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q4 2024, an estimated $2.23K.
  • Eaton Vance Tax-Managed Diversified Equity Income Fund made up 0.02% of Wintrust Investments's portfolio in Q4 2024, its #361 holding.
  • Wintrust Investments first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q1 2024 and has held it in 4 quarters since.
  • Wintrust Investments's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $153K in Q2 2024.
  • 193 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.