National Planning Corporation’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

National Planning Corporation’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 Q2	–	Sell	-10,645	Closed	-$118K	–	748
2017 Q1	$118K	Sell	10,645 -400	-4%	-$4.33K	0.01%	677
2016 Q4	$118K	Sell	11,045 -108	-1%	-$1.12K	0.01%	663
2016 Q3	$113K	Buy	+11,153	New	+$119K	0.01%	627
2015 Q1	–	Sell	-7,409	Closed	-$82.2K	–	1071
2014 Q4	$82.2K	Buy	+7,409	New	+$84.7K	0.01%	1011

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

AWMS

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 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

National Planning Corporation's ETY Position: Q2 2017 in Review

National Planning Corporation sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q2 2017, closing a stake of 10,645 shares — an estimated $118K sold.

National Planning Corporation first reported a position in ETY in Q4 2014 and held it in 4 quarters. The position peaked at $118K in Q1 2017. 104 funds tracked by Wall St. Rank hold ETY as of Q2 2017.

National Planning Corporation reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q2 2017 after selling out during the quarter.
National Planning Corporation sold 10,645 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q2 2017, an estimated $118K.
National Planning Corporation first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q4 2014 and held it in 4 quarters.
National Planning Corporation's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $118K in Q1 2017.
104 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2017.

Based on National Planning Corporation's 13F filing for Q2 2017, filed 2 Aug 2017.