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

Berkshire Money 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
2016 Q4	–	Sell	-19,671	Closed	-$211K	–	23
2016 Q3	$211K	Hold	19,671	–	–	0.06%	23
2016 Q2	$205K	Hold	19,671	–	–	0.07%	24
2016 Q1	$210K	Buy	+19,671	New	+$202K	0.06%	22

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

Cohen & Steers New York $57.6B AUM 8.03% 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

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

AWMS

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

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

Berkshire Money Management's ETY Position: Q4 2016 in Review

Berkshire Money Management sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q4 2016, closing a stake of 19,671 shares — an estimated $211K sold.

Berkshire Money Management first reported a position in ETY in Q1 2016 and held it in 3 quarters. The position peaked at $211K in Q3 2016. 108 funds tracked by Wall St. Rank hold ETY as of Q4 2016.

Berkshire Money Management reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q4 2016 after selling out during the quarter.
Berkshire Money Management sold 19,671 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q4 2016, an estimated $211K.
Berkshire Money Management first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q1 2016 and held it in 3 quarters.
Berkshire Money Management's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $211K in Q3 2016.
108 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q4 2016.

Based on Berkshire Money Management's 13F filing for Q4 2016, filed 14 Feb 2017.