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Stifel Nicolaus & Co’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Stifel Nicolaus & Co’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
2013
Q3 		$2.44M Buy
242,509
+9,672
+4% +$101K 0.04% 413
2013
Q2 		$2.37M Buy
+232,837
New +$2.41M 0.04% 386

Other funds holding ETY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RVP
Relative Value Partners Northbrook, Illinois $880M AUM 0.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Stifel Nicolaus & Co's ETY Position: Q3 2013 in Review

Stifel Nicolaus & Co increased its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) stake by 4.2% in Q3 2013, buying an estimated $101K and bringing the position to 242,509 shares worth $2.44M. The position accounts for 0.04% of the portfolio, ranked #413.

Stifel Nicolaus & Co first reported a position in ETY in Q2 2013 and has held it in 2 quarters since. 77 funds tracked by Wall St. Rank hold ETY as of Q3 2013.

  • Stifel Nicolaus & Co held 242,509 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $2.44M as of Q3 2013.
  • Stifel Nicolaus & Co bought 9,672 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q3 2013, an estimated $101K.
  • Eaton Vance Tax-Managed Diversified Equity Income Fund made up 0.04% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #413 holding.
  • Stifel Nicolaus & Co first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q2 2013 and has held it in 2 quarters since.
  • 77 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.