CA
ETJ

Calton & Associates’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Calton & Associates’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
-2,967
Closed -$28K – 615
2017
Q4 		$28K Buy
+2,967
New +$27.6K 0.01% 818

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 $12.9B AUM 27.3% 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 $377B AUM 19.32% 1-Year Est. Return
SCM
Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Calton & Associates's ETJ Position: Q1 2018 in Review

Calton & Associates sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q1 2018, closing a stake of 2,967 shares — an estimated $28K sold.

Calton & Associates first reported a position in ETJ in Q4 2017 and held it in 1 quarter. The position peaked at $28K in Q4 2017. 79 funds tracked by Wall St. Rank hold ETJ as of Q1 2018.

  • Calton & Associates reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 2,967 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q1 2018, an estimated $28K.
  • Calton & Associates first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $28K 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 Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.