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

Aris Wealth 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
2015 Q3	$4.43M	Sell	461,034 -8,855	-2%	-$92.6K	9.29%	1
2015 Q2	$5.08M	Sell	469,889 -5,964	-1%	-$64.9K	4.65%	1
2015 Q1	$5.15M	Buy	475,853 +16,862	+4%	+$182K	4.8%	1
2014 Q4	$4.89M	Buy	458,991 +23,426	+5%	+$267K	5.45%	1
2014 Q3	$5.09M	Buy	435,565 +16,737	+4%	+$194K	6.32%	1
2014 Q2	$4.83M	Buy	418,828 +22,338	+6%	+$253K	6.32%	1
2014 Q1	$4.48M	Buy	396,490 +7,748	+2%	+$88.5K	6.56%	2
2013 Q4	$4.38M	Buy	388,742 +18,930	+5%	+$211K	7.37%	2
2013 Q3	$4M	Buy	369,812 +11,681	+3%	+$128K	7.32%	2
2013 Q2	$3.9M	Buy	+358,131	New	+$3.99M	8.35%	3

Other funds holding ETJ

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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

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

PCM

Pointe Capital Management Grosse Pointe Farms, Michigan $202M AUM 17.2% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Aris Wealth Services's ETJ Position: Q3 2015 in Review

Aris Wealth Services reduced its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) stake by 1.9% in Q3 2015, selling an estimated $92.6K and leaving 461,034 shares worth $4.43M. The position accounts for 9.29% of the portfolio, ranked #1.

Aris Wealth Services first reported a position in ETJ in Q2 2013 and has held it in 10 quarters since. The position peaked at $5.15M in Q1 2015. 73 funds tracked by Wall St. Rank hold ETJ as of Q3 2015.

Aris Wealth Services held 461,034 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $4.43M as of Q3 2015.
Aris Wealth Services sold 8,855 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q3 2015, an estimated $92.6K.
Eaton Vance Risk-Managed Diversified Equity Income Fund made up 9.29% of Aris Wealth Services's portfolio in Q3 2015, its #1 holding.
Aris Wealth Services first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q2 2013 and has held it in 10 quarters since.
Aris Wealth Services's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $5.15M in Q1 2015.
73 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.