B
ETJ

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

Baird’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
Q1 		– Sell
-13,850
Closed -$148K – 1323
2014
Q4 		$148K Buy
+13,850
New +$158K ﹤0.01% 1217

Other funds holding ETJ

RVP
Relative Value Partners Northbrook, Illinois $880M AUM 0.38% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
1832 Asset Management
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
AWS
Aris Wealth Services State College, Pennsylvania $47.7M AUM 10.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Baird's ETJ Position: Q1 2015 in Review

Baird sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q1 2015, closing a stake of 13,850 shares — an estimated $148K sold.

Baird first reported a position in ETJ in Q4 2014 and held it in 1 quarter. The position peaked at $148K in Q4 2014. 70 funds tracked by Wall St. Rank hold ETJ as of Q1 2015.

  • Baird reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q1 2015 after selling out during the quarter.
  • Baird sold 13,850 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q1 2015, an estimated $148K.
  • Baird first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2014 and held it in 1 quarter.
  • Baird's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $148K in Q4 2014.
  • 70 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.