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

WFG Advisors’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
2015 Q1	–	Sell	-2,300	Closed	-$26K	–	1856
2014 Q4	$26K	Sell	2,300 -5,300	-70%	-$60.6K	0.01%	1131
2014 Q3	$87K	Sell	7,600 -1,700	-18%	-$19.9K	0.02%	712
2014 Q2	$109K	Hold	9,300	–	–	0.02%	632
2014 Q1	$104K	Hold	9,300	–	–	0.02%	624
2013 Q4	$102K	Hold	9,300	–	–	0.01%	731
2013 Q3	$94K	Hold	9,300	–	–	0.01%	714
2013 Q2	$95K	Buy	+9,300	New	+$96.3K	0.02%	684

Other funds holding ETY

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

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 Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

WFG Advisors's ETY Position: Q1 2015 in Review

WFG Advisors sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q1 2015, closing a stake of 2,300 shares — an estimated $26K sold.

WFG Advisors first reported a position in ETY in Q2 2013 and held it in 7 quarters. The position peaked at $109K in Q2 2014. 94 funds tracked by Wall St. Rank hold ETY as of Q1 2015.

WFG Advisors reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q1 2015 after selling out during the quarter.
WFG Advisors sold 2,300 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q1 2015, an estimated $26K.
WFG Advisors first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q2 2013 and held it in 7 quarters.
WFG Advisors's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $109K in Q2 2014.
94 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.