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

WealthPLAN Partners’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
Q3 		$48.3K Sell
4,530
-15,192
-77% -$163K 0.02% 342
2016
Q2 		$103K Buy
+19,722
New +$206K 0.01% 606

Other funds holding ETY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 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

WealthPLAN Partners's ETY Position: Q3 2016 in Review

WealthPLAN Partners reduced its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) stake by 77% in Q3 2016, selling an estimated $163K and leaving 4,530 shares worth $48.3K. The position accounts for 0.02% of the portfolio, ranked #342.

WealthPLAN Partners first reported a position in ETY in Q2 2016 and has held it in 2 quarters since. The position peaked at $103K in Q2 2016. 95 funds tracked by Wall St. Rank hold ETY as of Q3 2016.

  • WealthPLAN Partners held 4,530 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $48.3K as of Q3 2016.
  • WealthPLAN Partners sold 15,192 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q3 2016, an estimated $163K.
  • Eaton Vance Tax-Managed Diversified Equity Income Fund made up 0.02% of WealthPLAN Partners's portfolio in Q3 2016, its #342 holding.
  • WealthPLAN Partners first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q2 2016 and has held it in 2 quarters since.
  • WealthPLAN Partners's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $103K in Q2 2016.
  • 95 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.