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

BerganKDV Wealth Management’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 Q2	–	Sell	-25,638	Closed	-$230K	–	644
2018 Q1	$230K	Buy	25,638 +865	+3%	+$8.09K	0.06%	179
2017 Q4	$239K	Buy	24,773 +14,514	+141%	+$135K	0.06%	181
2017 Q3	$97K	Buy	+10,259	New	+$96.6K	0.02%	193

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

PPA

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

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

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

BerganKDV Wealth Management's ETJ Position: Q2 2018 in Review

BerganKDV Wealth Management sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q2 2018, closing a stake of 25,638 shares — an estimated $230K sold.

BerganKDV Wealth Management first reported a position in ETJ in Q3 2017 and held it in 3 quarters. The position peaked at $239K in Q4 2017. 77 funds tracked by Wall St. Rank hold ETJ as of Q2 2018.

BerganKDV Wealth Management reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q2 2018 after selling out during the quarter.
BerganKDV Wealth Management sold 25,638 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q2 2018, an estimated $230K.
BerganKDV Wealth Management first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q3 2017 and held it in 3 quarters.
BerganKDV Wealth Management's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $239K in Q4 2017.
77 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q2 2018.

Based on BerganKDV Wealth Management's 13F filing for Q2 2018, filed 23 Jul 2018.