Advocacy Wealth Management Services’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Advocacy Wealth Management Services’s Portfolio ETJ Stock Details ETJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-500	Closed	-$5K	–	328
2016 Q3	$5K	Hold	500	–	–	﹤0.01%	322
2016 Q2	$5K	Sell	500 -3,000	-86%	-$29K	﹤0.01%	348
2016 Q1	$33K	Sell	3,500 -100	-3%	-$947	0.02%	222
2015 Q4	$37K	Buy	+3,600	New	+$36.5K	0.04%	192

Other funds holding ETJ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Advocacy Wealth Management Services's ETJ Position: Q4 2016 in Review

Advocacy Wealth Management Services sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q4 2016, closing a stake of 500 shares — an estimated $5K sold.

Advocacy Wealth Management Services first reported a position in ETJ in Q4 2015 and held it in 4 quarters. The position peaked at $37K in Q4 2015. 75 funds tracked by Wall St. Rank hold ETJ as of Q4 2016.

Advocacy Wealth Management Services reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q4 2016 after selling out during the quarter.
Advocacy Wealth Management Services sold 500 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q4 2016, an estimated $5K.
Advocacy Wealth Management Services first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2015 and held it in 4 quarters.
Advocacy Wealth Management Services's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $37K in Q4 2015.
75 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q4 2016.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2016, filed 27 Jan 2017.