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Eaton Vance Tax Managed Diversified Eq. shares owned by Pointe Capital Management

Quarter-by-quarter ownership of Eaton Vance Tax Managed Diversified Eq. (ETY) shares owned by Pointe Capital Management from 13F filings

Historical chart of Pointe Capital Management investment in Eaton Vance Tax Managed Diversified Eq.

Tip: Access up to 7 years of quarterly data

All positions including Eaton Vance Tax Managed Diversified Eq. held by Pointe Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Eaton Vance Tax Managed Diversified Eq. by Pointe Capital Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.8M 152k 12.19
2023-09-30 $1.7M 152k 11.54
2023-06-30 $1.9M 152k 12.46
2023-03-31 $1.8M 152k 11.67
2022-12-31 $1.6M 152k 10.86
2022-09-30 $1.7M 154k 10.86
2022-06-30 $2.4M 174k 13.97
2022-03-31 $2.4M 174k 13.97
2021-12-31 $2.6M 176k 15.05
2021-09-30 $2.5M 178k 13.95
2021-06-30 $2.6M 184k 14.07
2021-03-31 $2.6M 204k 12.77
2020-12-31 $2.8M 225k 12.25
2020-09-30 $2.6M 239k 10.89
2020-06-30 $2.6M 243k 10.78
2020-03-31 $2.4M 260k 9.32
2019-12-31 $3.3M 265k 12.52
2019-09-30 $3.5M 291k 11.90
2019-06-30 $3.7M 306k 11.99
2019-03-31 $3.8M 337k 11.30
2018-12-31 $3.4M 329k 10.20
2018-09-30 $4.3M 331k 12.84
2018-06-30 $4.0M 333k 12.11
2018-03-31 $3.9M 337k 11.57
2017-12-31 $4.3M 350k 12.19
2017-09-30 $4.4M 378k 11.66
2017-06-30 $4.3M 384k 11.28
2017-03-31 $4.1M 368k 11.07
2016-09-30 $4.4M 412k 10.71
2016-06-30 $4.3M 414k 10.41
2016-03-31 $4.7M 442k 10.67
2015-12-31 $5.4M 483k 11.20
2015-09-30 $5.9M 577k 10.28
2015-06-30 $6.9M 604k 11.37
2015-03-31 $7.0M 617k 11.35

More positions owned by Pointe Capital Management

Vanguard High Dividend Yield Index Etf Etf (VYM)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Ishares Russell 1000 Growth Etf Etf (IWF)
Ishares 1-3 Yr Treasury Bond Etf Etf (SHY)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Microsoft Stock (MSFT)
Apple Stock (AAPL)
Spdr Gold Etf Etf (GLD)
Ishares Msci Eafe Small Cap Etf Etf (SCZ)
Costco Wholesale Corp Stock (COST)
Calamos Strategic Total Return Cef (CSQ)
Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY)
Jpmorgan Chase & Co Stock (JPM)
Vanguard Total International Bond Etf Etf (BNDX)

View all positions for Pointe Capital Management

Top funds holding Eaton Vance Tax Managed Diversified Eq.

Raymond James & Associates
Wells Fargo & Company
RFG Advisory
Cornerstone Advisors
Principal Securities
Guggenheim Capital, LLC Managers
UBS Group
Bank of America Corporation
Royal Bank of Canada
Baird Financial
Raymond James Financial Services Advisors
Cambridge Investment Research Advisors
Advisor Group Holdings
Stifel Financial
Heron Bay Capital Management

View all funds holding Eaton Vance Tax Managed Diversified Eq.