Transform Wealth’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Transform Wealth’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
2018 Q3	–	Sell	-10,400	Closed	-$126K	–	203
2018 Q2	$126K	Sell	10,400 -1,000	-9%	-$12.2K	0.02%	211
2018 Q1	$132K	Buy	11,400 +100	+0.9%	+$1.2K	0.03%	231
2017 Q4	$138K	Sell	11,300 -900	-7%	-$10.7K	0.03%	242
2017 Q3	$142K	Buy	12,200 +1,600	+15%	+$18.3K	0.05%	205
2017 Q2	$120K	Buy	10,600 +550	+5%	+$6.23K	0.14%	62
2017 Q1	$111K	Hold	10,050	–	–	0.04%	208
2016 Q4	$104K	Buy	+10,050	New	+$104K	0.04%	211

Other funds holding ETY

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

AWMS

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

AAM

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

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

CWM

Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return

RJA

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

Transform Wealth's ETY Position: Q3 2018 in Review

Transform Wealth sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q3 2018, closing a stake of 10,400 shares — an estimated $126K sold.

Transform Wealth first reported a position in ETY in Q4 2016 and held it in 7 quarters. The position peaked at $142K in Q3 2017. 112 funds tracked by Wall St. Rank hold ETY as of Q3 2018.

Transform Wealth reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q3 2018 after selling out during the quarter.
Transform Wealth sold 10,400 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q3 2018, an estimated $126K.
Transform Wealth first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q4 2016 and held it in 7 quarters.
Transform Wealth's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $142K in Q3 2017.
112 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q3 2018.

Based on Transform Wealth's 13F filing for Q3 2018, filed 25 Oct 2018.