Bank of New York Mellon
ETJ

Bank of New York Mellon’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Bank of New York Mellon’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
Q1 		– Sell
-11,057
Closed -$106K – 4340
2017
Q4 		$106K Hold
11,057
– – ﹤0.01% 4085
2017
Q3 		$104K Sell
11,057
-1
-0% -$9 ﹤0.01% 4004
2017
Q2 		$104K Buy
+11,058
New +$103K ﹤0.01% 4020

Other funds holding ETJ

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SCM
Sterneck Capital Management Kansas City, Missouri $233M AUM 21.98% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of New York Mellon's ETJ Position: Q1 2018 in Review

Bank of New York Mellon sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q1 2018, closing a stake of 11,057 shares — an estimated $106K sold.

Bank of New York Mellon first reported a position in ETJ in Q2 2017 and held it in 3 quarters. The position peaked at $106K in Q4 2017. 79 funds tracked by Wall St. Rank hold ETJ as of Q1 2018.

  • Bank of New York Mellon reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q1 2018 after selling out during the quarter.
  • Bank of New York Mellon sold 11,057 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q1 2018, an estimated $106K.
  • Bank of New York Mellon first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q2 2017 and held it in 3 quarters.
  • Bank of New York Mellon's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $106K in Q4 2017.
  • 79 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q1 2018.

Based on Bank of New York Mellon's 13F filing for Q1 2018, filed 15 May 2018.