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

Tompkins Financial’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
2016
Q2 		– Sell
-999
Closed -$11K – 534
2016
Q1 		$11K Buy
+999
New +$10.3K ﹤0.01% 378

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AAM
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Tompkins Financial's ETY Position: Q2 2016 in Review

Tompkins Financial sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q2 2016, closing a stake of 999 shares — an estimated $11K sold.

Tompkins Financial first reported a position in ETY in Q1 2016 and held it in 1 quarter. The position peaked at $11K in Q1 2016. 97 funds tracked by Wall St. Rank hold ETY as of Q2 2016.

  • Tompkins Financial reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q2 2016 after selling out during the quarter.
  • Tompkins Financial sold 999 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q2 2016, an estimated $11K.
  • Tompkins Financial first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q1 2016 and held it in 1 quarter.
  • Tompkins Financial's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $11K in Q1 2016.
  • 97 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2016.

Based on Tompkins Financial's 13F filing for Q2 2016, filed 13 Jul 2016.