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Eaton Vance Tax Managed Diversified Eq. shares owned by Focused Wealth Management

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

Historical chart of Focused Wealth Management investment in Eaton Vance Tax Managed Diversified Eq.

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All positions including Eaton Vance Tax Managed Diversified Eq. held by Focused Wealth 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 Focused Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $204k 17k 12.19
2023-09-30 $213k 19k 11.54
2023-06-30 $229k 18k 12.46
2023-03-31 $212k 18k 11.67
2022-12-31 $221k 20k 10.86
2022-09-30 $218k 20k 10.86
2022-06-30 $225k 20k 11.33
2022-03-31 $276k 20k 13.97
2021-12-31 $295k 20k 15.06
2021-09-30 $271k 19k 13.95
2021-06-30 $271k 19k 14.07
2021-03-31 $267k 21k 12.77
2020-12-31 $326k 27k 12.25
2020-09-30 $309k 28k 10.88
2020-06-30 $305k 28k 10.78
2020-03-31 $263k 28k 9.32
2019-12-31 $410k 33k 12.53
2019-09-30 $388k 33k 11.91
2019-06-30 $412k 34k 12.00
2019-03-31 $386k 34k 11.29
2018-12-31 $362k 36k 10.21
2018-09-30 $508k 40k 12.84
2018-06-30 $479k 40k 12.12
2018-03-31 $464k 40k 11.57
2017-12-31 $488k 40k 12.19
2017-09-30 $446k 38k 11.67
2017-06-30 $450k 40k 11.29
2017-03-31 $440k 40k 11.06
2016-12-31 $462k 45k 10.35
2016-09-30 $478k 45k 10.71
2016-06-30 $465k 45k 10.41
2016-03-31 $467k 44k 10.67
2015-12-31 $463k 41k 11.20
2015-09-30 $339k 33k 10.27
2015-06-30 $380k 33k 11.38
2015-03-31 $434k 38k 11.34
2014-12-31 $447k 40k 11.16
2014-09-30 $458k 40k 11.40
2014-06-30 $470k 40k 11.71
2014-03-31 $357k 32k 11.16
2013-12-31 $354k 32k 10.93
2013-09-30 $313k 31k 10.09

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Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds Value Etf (VTV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Whitehall Fds High Div Yld (VYM)
Apple (AAPL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Select Sector Spdr Tr Financial (XLF)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard World Mega Grwth Ind (MGK)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Select Sector Spdr Tr Sbi Healthcare (XLV)

View all positions for Focused Wealth 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
Cambridge Investment Research Advisors
Advisor Group Holdings
Raymond James Financial Services Advisors
Stifel Financial
Heron Bay Capital Management

View all funds holding Eaton Vance Tax Managed Diversified Eq.