CI
ETJ

Chartist Inc’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Chartist Inc’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
2014
Q3 		– Sell
-10,751
Closed -$125K – 51
2014
Q2 		$125K Buy
+10,751
New +$122K 0.06% 60

Other funds holding ETJ

U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
RVP
Relative Value Partners Northbrook, Illinois $880M AUM 0.38% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AWS
Aris Wealth Services State College, Pennsylvania $47.7M AUM 10.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
IMS
Index Management Solutions Philadelphia, Pennsylvania $101M AUM 12.09% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Chartist Inc's ETJ Position: Q3 2014 in Review

Chartist Inc sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q3 2014, closing a stake of 10,751 shares — an estimated $125K sold.

Chartist Inc first reported a position in ETJ in Q2 2014 and held it in 1 quarter. The position peaked at $125K in Q2 2014. 62 funds tracked by Wall St. Rank hold ETJ as of Q3 2014.

  • Chartist Inc reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q3 2014 after selling out during the quarter.
  • Chartist Inc sold 10,751 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q3 2014, an estimated $125K.
  • Chartist Inc first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q2 2014 and held it in 1 quarter.
  • Chartist Inc's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $125K in Q2 2014.
  • 62 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q3 2014.

Based on Chartist Inc's 13F filing for Q3 2014, filed 20 Oct 2014.