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

Apriem 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
2017 Q2	–	Sell	-1,500	Closed	-$17K	–	258
2017 Q1	$17K	Hold	1,500	–	–	﹤0.01%	364
2016 Q4	$16K	Buy	+1,500	New	+$15.6K	﹤0.01%	381
2015 Q2	–	Sell	-3,500	Closed	-$40K	–	641
2015 Q1	$40K	Buy	+3,500	New	+$39.6K	0.01%	226

Other funds holding ETY

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

RJA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Apriem Advisors's ETY Position: Q2 2017 in Review

Apriem Advisors sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q2 2017, closing a stake of 1,500 shares — an estimated $17K sold.

Apriem Advisors first reported a position in ETY in Q1 2015 and held it in 3 quarters. The position peaked at $40K in Q1 2015. 104 funds tracked by Wall St. Rank hold ETY as of Q2 2017.

Apriem Advisors reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q2 2017 after selling out during the quarter.
Apriem Advisors sold 1,500 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q2 2017, an estimated $17K.
Apriem Advisors first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q1 2015 and held it in 3 quarters.
Apriem Advisors's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $40K in Q1 2015.
104 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2017.

Based on Apriem Advisors's 13F filing for Q2 2017, filed 4 Aug 2017.