Lehman Financial Resources’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Lehman Financial Resources’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
2015 Q1	–	Sell	-495	Closed	-$6K	–	424
2014 Q4	$6K	Hold	495	–	–	﹤0.01%	327
2014 Q3	$6K	Hold	495	–	–	﹤0.01%	337
2014 Q2	$6K	Hold	495	–	–	﹤0.01%	324
2014 Q1	$6K	Hold	495	–	–	﹤0.01%	324
2013 Q4	$5K	Hold	495	–	–	﹤0.01%	322
2013 Q3	$5K	Hold	495	–	–	﹤0.01%	313
2013 Q2	$5K	Buy	+495	New	+$5.13K	﹤0.01%	282

Other funds holding ETY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Lehman Financial Resources's ETY Position: Q1 2015 in Review

Lehman Financial Resources sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q1 2015, closing a stake of 495 shares — an estimated $6K sold.

Lehman Financial Resources first reported a position in ETY in Q2 2013 and held it in 7 quarters. The position peaked at $6K in Q4 2014. 94 funds tracked by Wall St. Rank hold ETY as of Q1 2015.

Lehman Financial Resources reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q1 2015 after selling out during the quarter.
Lehman Financial Resources sold 495 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q1 2015, an estimated $6K.
Lehman Financial Resources first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q2 2013 and held it in 7 quarters.
Lehman Financial Resources's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $6K in Q4 2014.
94 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q1 2015.

Based on Lehman Financial Resources's 13F filing for Q1 2015, filed 30 Apr 2015.