BAM
ETY icon

Barrett Asset Management’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Barrett Asset Management’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
2013
Q3 		– Sell
-500
Closed -$5K – 342
2013
Q2 		$5K Buy
+500
New +$5.18K ﹤0.01% 317

Other funds holding ETY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RVP
Relative Value Partners Northbrook, Illinois $880M AUM 0.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Barrett Asset Management's ETY Position: Q3 2013 in Review

Barrett Asset Management sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q3 2013, closing a stake of 500 shares — an estimated $5K sold.

Barrett Asset Management first reported a position in ETY in Q2 2013 and held it in 1 quarter. The position peaked at $5K in Q2 2013. 77 funds tracked by Wall St. Rank hold ETY as of Q3 2013.

  • Barrett Asset Management reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q3 2013 after selling out during the quarter.
  • Barrett Asset Management sold 500 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q3 2013, an estimated $5K.
  • Barrett Asset Management first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q2 2013 and held it in 1 quarter.
  • Barrett Asset Management's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $5K in Q2 2013.
  • 77 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q3 2013.

Based on Barrett Asset Management's 13F filing for Q3 2013, filed 25 Oct 2013.