Ancora Advisors’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Ancora Advisors’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
2018 Q4	–	Sell	-3,800	Closed	-$38K	–	781
2018 Q3	$38K	Buy	+3,800	New	+$37.3K	﹤0.01%	946
2018 Q2	–	Sell	-10,150	Closed	-$91K	–	691
2018 Q1	$91K	Hold	10,150	–	–	﹤0.01%	654
2017 Q4	$98K	Sell	10,150 -250	-2%	-$2.32K	0.01%	606
2017 Q3	$98K	Buy	10,400 +300	+3%	+$2.82K	0.01%	641
2017 Q2	$95K	Sell	10,100 -200	-2%	-$1.86K	0.01%	612
2017 Q1	$94K	Hold	10,300	–	–	0.01%	604
2016 Q4	$92K	Buy	+10,300	New	+$93.4K	0.01%	671
2014 Q4	–	Sell	-15,500	Closed	-$181K	–	500
2014 Q3	$181K	Sell	15,500 -229,900	-94%	-$2.67M	0.02%	431
2014 Q2	$2.83M	Sell	245,400 -145,088	-37%	-$1.64M	0.37%	74
2014 Q1	$4.41M	Sell	390,488 -244,800	-39%	-$2.8M	0.62%	39
2013 Q4	$7.16M	Buy	635,288 +114,861	+22%	+$1.28M	1.08%	17
2013 Q3	$5.63M	Sell	520,427 -41,400	-7%	-$454K	0.97%	20
2013 Q2	$6.12M	Buy	+561,827	New	+$6.27M	1.05%	19

Other funds holding ETJ

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

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

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

VIA

Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Ancora Advisors's ETJ Position: Q4 2018 in Review

Ancora Advisors sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q4 2018, closing a stake of 3,800 shares — an estimated $38K sold.

Ancora Advisors first reported a position in ETJ in Q2 2013 and held it in 13 quarters. The position peaked at $7.16M in Q4 2013. 80 funds tracked by Wall St. Rank hold ETJ as of Q4 2018.

Ancora Advisors reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q4 2018 after selling out during the quarter.
Ancora Advisors sold 3,800 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q4 2018, an estimated $38K.
Ancora Advisors first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q2 2013 and held it in 13 quarters.
Ancora Advisors's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $7.16M in Q4 2013.
80 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q4 2018.

Based on Ancora Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.