Gary Goldberg Planning Services’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Gary Goldberg Planning Services’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
2014 Q4	$102K	Hold	9,163	–	–	0.04%	145
2014 Q3	$105K	Hold	9,163	–	–	0.04%	146
2014 Q2	$107K	Hold	9,163	–	–	0.05%	151
2014 Q1	$102K	Hold	9,163	–	–	0.05%	152
2013 Q4	$100K	Hold	9,163	–	–	0.06%	133
2013 Q3	$92K	Hold	9,163	–	–	0.06%	139
2013 Q2	$93K	Buy	+9,163	New	+$94.9K	0.06%	124

Other funds holding ETY

Morgan Stanley New York $1.66T AUM 25.57% 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

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

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

RVP

Relative Value Partners Northbrook, Illinois $880M AUM 0.38% 1-Year Est. Return

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

Gary Goldberg Planning Services's ETY Position: Q4 2014 in Review

Gary Goldberg Planning Services held its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) position steady in Q4 2014 at 9,163 shares worth $102K. The position accounts for 0.04% of the portfolio, ranked #145.

Gary Goldberg Planning Services first reported a position in ETY in Q2 2013 and has held it in 7 quarters since. The position peaked at $107K in Q2 2014. 103 funds tracked by Wall St. Rank hold ETY as of Q4 2014.

Gary Goldberg Planning Services held 9,163 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $102K as of Q4 2014.
Gary Goldberg Planning Services left its Eaton Vance Tax-Managed Diversified Equity Income Fund share count unchanged in Q4 2014.
Eaton Vance Tax-Managed Diversified Equity Income Fund made up 0.04% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #145 holding.
Gary Goldberg Planning Services first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q2 2013 and has held it in 7 quarters since.
Gary Goldberg Planning Services's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $107K in Q2 2014.
103 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.