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

Wealthfront’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
Q4 		– Sell
-81
Closed -$1K – 765
2014
Q3 		$1K Buy
+81
New +$949 ﹤0.01% 636

Other funds holding ETY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
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
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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RVP
Relative Value Partners Northbrook, Illinois $880M AUM 0.38% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Wealthfront's ETY Position: Q4 2014 in Review

Wealthfront sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q4 2014, closing a stake of 81 shares — an estimated $1K sold.

Wealthfront first reported a position in ETY in Q3 2014 and held it in 1 quarter. The position peaked at $1K in Q3 2014. 103 funds tracked by Wall St. Rank hold ETY as of Q4 2014.

  • Wealthfront reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q4 2014 after selling out during the quarter.
  • Wealthfront sold 81 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q4 2014, an estimated $1K.
  • Wealthfront first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q3 2014 and held it in 1 quarter.
  • Wealthfront's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $1K in Q3 2014.
  • 103 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q4 2014.

Based on Wealthfront's 13F filing for Q4 2014, filed 17 Feb 2015.