FANJ
ETY icon

Financial Architects (New Jersey)’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Financial Architects (New Jersey)’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
Q4 		– Sell
-2,331
Closed -$27K – 1518
2017
Q3 		$27K Buy
+2,331
New +$26.6K ﹤0.01% 884
2016
Q3 		– Sell
-1,093
Closed -$11K – 1464
2016
Q2 		$11K Buy
+1,093
New +$11.4K ﹤0.01% 946
2014
Q3 		– Sell
-2,000
Closed -$23K – 926
2014
Q2 		$23K Buy
+2,000
New +$22.8K 0.01% 470

Other funds holding ETY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Cohen & Steers
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

Financial Architects (New Jersey)'s ETY Position: Q4 2017 in Review

Financial Architects (New Jersey) sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q4 2017, closing a stake of 2,331 shares — an estimated $27K sold.

Financial Architects (New Jersey) first reported a position in ETY in Q2 2014 and held it in 3 quarters. The position peaked at $27K in Q3 2017. 117 funds tracked by Wall St. Rank hold ETY as of Q4 2017.

  • Financial Architects (New Jersey) reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q4 2017 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 2,331 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q4 2017, an estimated $27K.
  • Financial Architects (New Jersey) first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q2 2014 and held it in 3 quarters.
  • Financial Architects (New Jersey)'s Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $27K in Q3 2017.
  • 117 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q4 2017.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2017, filed 12 Feb 2018.