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

Ancora Family Wealth 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
2016 Q3	$214K	Sell	22,695 -500	-2%	-$4.86K	0.07%	196
2016 Q2	$227K	Sell	23,195 -15,677	-40%	-$151K	0.09%	171
2016 Q1	$369K	Sell	38,872 -14,933	-28%	-$141K	0.15%	136
2015 Q4	$547K	Sell	53,805 -55,417	-51%	-$561K	0.23%	117
2015 Q3	$1.05M	Buy	+109,222	New	+$1.14M	0.44%	71

Other funds holding ETJ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Ancora Family Wealth Advisors's ETJ Position: Q3 2016 in Review

Ancora Family Wealth Advisors reduced its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) stake by 2.2% in Q3 2016, selling an estimated $4.86K and leaving 22,695 shares worth $214K. The position accounts for 0.07% of the portfolio, ranked #196.

Ancora Family Wealth Advisors first reported a position in ETJ in Q3 2015 and has held it in 5 quarters since. The position peaked at $1.05M in Q3 2015. 68 funds tracked by Wall St. Rank hold ETJ as of Q3 2016.

Ancora Family Wealth Advisors held 22,695 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $214K as of Q3 2016.
Ancora Family Wealth Advisors sold 500 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q3 2016, an estimated $4.86K.
Eaton Vance Risk-Managed Diversified Equity Income Fund made up 0.07% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #196 holding.
Ancora Family Wealth Advisors first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q3 2015 and has held it in 5 quarters since.
Ancora Family Wealth Advisors's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $1.05M in Q3 2015.
68 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q3 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.