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

WealthTrust-Arizona’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
-1,000
Closed -$11K – 653
2014
Q1 		$11K Hold
1,000
– – 0.01% 410
2013
Q4 		$11K Buy
+1,000
New +$10.7K 0.01% 390

Other funds holding ETY

Morgan Stanley
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

WealthTrust-Arizona's ETY Position: Q2 2014 in Review

WealthTrust-Arizona sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q2 2014, closing a stake of 1,000 shares — an estimated $11K sold.

WealthTrust-Arizona first reported a position in ETY in Q4 2013 and held it in 2 quarters. The position peaked at $11K in Q1 2014. 83 funds tracked by Wall St. Rank hold ETY as of Q2 2014.

  • WealthTrust-Arizona reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q2 2014 after selling out during the quarter.
  • WealthTrust-Arizona sold 1,000 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q2 2014, an estimated $11K.
  • WealthTrust-Arizona first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q4 2013 and held it in 2 quarters.
  • WealthTrust-Arizona's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $11K 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 WealthTrust-Arizona's 13F filing for Q2 2014, filed 22 Jul 2014.