BF
ETJ

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

BOK Financial’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
-28,430
Closed -$256K – 927
2018
Q1 		$256K Buy
28,430
+3,480
+14% +$32.5K 0.01% 809
2017
Q4 		$241K Buy
24,950
+4,210
+20% +$39.1K 0.01% 822
2017
Q3 		$196K Buy
20,740
+1,580
+8% +$14.9K 0.01% 878
2017
Q2 		$179K Buy
+19,160
New +$178K 0.01% 837

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
GC
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

BOK Financial's ETJ Position: Q2 2018 in Review

BOK Financial sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q2 2018, closing a stake of 28,430 shares — an estimated $256K sold.

BOK Financial first reported a position in ETJ in Q2 2017 and held it in 4 quarters. The position peaked at $256K in Q1 2018. 77 funds tracked by Wall St. Rank hold ETJ as of Q2 2018.

  • BOK Financial reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q2 2018 after selling out during the quarter.
  • BOK Financial sold 28,430 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q2 2018, an estimated $256K.
  • BOK Financial first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q2 2017 and held it in 4 quarters.
  • BOK Financial's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $256K in Q1 2018.
  • 77 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q2 2018.

Based on BOK Financial's 13F filing for Q2 2018, filed 13 Aug 2018.