EWM
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Evercore Wealth Management’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Evercore Wealth 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
-3,068
Closed -$33K – 1042
2016
Q3 		$33K Buy
+3,068
New +$32.8K ﹤0.01% 688

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Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
UBS Group
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
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
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Evercore Wealth Management's ETY Position: Q4 2016 in Review

Evercore Wealth Management sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q4 2016, closing a stake of 3,068 shares — an estimated $33K sold.

Evercore Wealth Management first reported a position in ETY in Q3 2016 and held it in 1 quarter. The position peaked at $33K in Q3 2016. 108 funds tracked by Wall St. Rank hold ETY as of Q4 2016.

  • Evercore Wealth Management reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q4 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 3,068 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q4 2016, an estimated $33K.
  • Evercore Wealth Management first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q3 2016 and held it in 1 quarter.
  • Evercore Wealth Management's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $33K 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 Evercore Wealth Management's 13F filing for Q4 2016, filed 8 Feb 2017.