BCM
ETJ

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

Boyle Capital 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
2016
Q3 		– Sell
-43,301
Closed -$423K – 25
2016
Q2 		$423K Hold
43,301
– – 0.52% 21
2016
Q1 		$410K Buy
+43,301
New +$410K 0.49% 18

Other funds holding ETJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Boyle Capital Management's ETJ Position: Q3 2016 in Review

Boyle Capital Management sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q3 2016, closing a stake of 43,301 shares — an estimated $423K sold.

Boyle Capital Management first reported a position in ETJ in Q1 2016 and held it in 2 quarters. The position peaked at $423K in Q2 2016. 68 funds tracked by Wall St. Rank hold ETJ as of Q3 2016.

  • Boyle Capital Management reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q3 2016 after selling out during the quarter.
  • Boyle Capital Management sold 43,301 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q3 2016, an estimated $423K.
  • Boyle Capital Management first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q1 2016 and held it in 2 quarters.
  • Boyle Capital Management's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $423K in Q2 2016.
  • 68 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q3 2016.

Based on Boyle Capital Management's 13F filing for Q3 2016, filed 15 Nov 2016.