Chicago Partners Investment Group’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Chicago Partners Investment Group’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
2017 Q1	–	Sell	-3,053	Closed	-$27K	–	560
2016 Q4	$27K	Hold	3,053	–	–	0.01%	356
2016 Q3	$29K	Hold	3,053	–	–	0.01%	334
2016 Q2	$30K	Hold	3,053	–	–	0.01%	288
2016 Q1	$29K	Hold	3,053	–	–	0.02%	270
2015 Q4	$31K	Hold	3,053	–	–	0.01%	309
2015 Q3	$29K	Hold	3,053	–	–	0.02%	263
2015 Q2	$33K	Sell	3,053 -46	-1%	-$501	0.02%	259
2015 Q1	$33K	Buy	3,099 +46	+2%	+$497	0.01%	254
2014 Q4	$33K	Buy	+3,053	New	+$34.8K	0.01%	249

Other funds holding ETJ

Morgan Stanley New York $1.66T AUM 25.57% 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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

SCM

Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Chicago Partners Investment Group's ETJ Position: Q1 2017 in Review

Chicago Partners Investment Group sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q1 2017, closing a stake of 3,053 shares — an estimated $27K sold.

Chicago Partners Investment Group first reported a position in ETJ in Q4 2014 and held it in 9 quarters. The position peaked at $33K in Q2 2015. 70 funds tracked by Wall St. Rank hold ETJ as of Q1 2017.

Chicago Partners Investment Group reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q1 2017 after selling out during the quarter.
Chicago Partners Investment Group sold 3,053 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q1 2017, an estimated $27K.
Chicago Partners Investment Group first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2014 and held it in 9 quarters.
Chicago Partners Investment Group's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $33K in Q2 2015.
70 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q1 2017.

Based on Chicago Partners Investment Group's 13F filing for Q1 2017, filed 11 May 2017.