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

Capital Investment Advisors’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 Q3	–	Sell	-10,500	Closed	-$99K	–	503
2018 Q2	$99K	Hold	10,500	–	–	0.01%	485
2018 Q1	$94K	Hold	10,500	–	–	0.01%	477
2017 Q4	$101K	Sell	10,500 -5,000	-32%	-$46.4K	0.01%	476
2017 Q3	$146K	Hold	15,500	–	–	0.01%	450
2017 Q2	$145K	Hold	15,500	–	–	0.01%	452
2017 Q1	$141K	Hold	15,500	–	–	0.01%	444
2016 Q4	$139K	Buy	15,500 +2,900	+23%	+$26.3K	0.01%	437
2016 Q3	$119K	Buy	12,600 +600	+5%	+$5.83K	0.01%	433
2016 Q2	$117K	Buy	12,000 +1,500	+14%	+$14.5K	0.01%	420
2016 Q1	$100K	Buy	+10,500	New	+$99.5K	0.01%	420

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

PPA

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

Capital Investment Advisors's ETJ Position: Q3 2018 in Review

Capital Investment Advisors sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q3 2018, closing a stake of 10,500 shares — an estimated $99K sold.

Capital Investment Advisors first reported a position in ETJ in Q1 2016 and held it in 10 quarters. The position peaked at $146K in Q3 2017. 72 funds tracked by Wall St. Rank hold ETJ as of Q3 2018.

Capital Investment Advisors reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q3 2018 after selling out during the quarter.
Capital Investment Advisors sold 10,500 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q3 2018, an estimated $99K.
Capital Investment Advisors first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q1 2016 and held it in 10 quarters.
Capital Investment Advisors's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $146K in Q3 2017.
72 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q3 2018.

Based on Capital Investment Advisors's 13F filing for Q3 2018, filed 15 Oct 2018.