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United Asset Strategies’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

United Asset Strategies’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
2014
Q2 		– Sell
-113,316
Closed -$1.61M – 123
2014
Q1 		$1.61M Buy
+113,316
New +$1.25M 0.91% 43

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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
U
UBS Zurich, Switzerland $136B AUM 16.36% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

United Asset Strategies's ETY Position: Q2 2014 in Review

United Asset Strategies sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q2 2014, closing a stake of 113,316 shares — an estimated $1.61M sold.

United Asset Strategies first reported a position in ETY in Q1 2014 and held it in 1 quarter. The position peaked at $1.61M in Q1 2014. 83 funds tracked by Wall St. Rank hold ETY as of Q2 2014.

  • United Asset Strategies reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q2 2014 after selling out during the quarter.
  • United Asset Strategies sold 113,316 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q2 2014, an estimated $1.61M.
  • United Asset Strategies first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q1 2014 and held it in 1 quarter.
  • United Asset Strategies's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $1.61M in Q1 2014.
  • 83 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2014.

Based on United Asset Strategies's 13F filing for Q2 2014, filed 14 Aug 2014.