CWM
ETJ

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

Concert Wealth 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
Q4 		– Sell
-15,652
Closed -$147K – 592
2016
Q3 		$147K Hold
15,652
– – 0.02% 700
2016
Q2 		$155K Buy
+15,652
New +$151K 0.02% 624
2015
Q1 		– Sell
-25,655
Closed -$274K – 526
2014
Q4 		$274K Buy
+25,655
New +$292K 0.04% 481

Other funds holding ETJ

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Concert Wealth Management's ETJ Position: Q4 2016 in Review

Concert Wealth Management sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q4 2016, closing a stake of 15,652 shares — an estimated $147K sold.

Concert Wealth Management first reported a position in ETJ in Q4 2014 and held it in 3 quarters. The position peaked at $274K in Q4 2014. 75 funds tracked by Wall St. Rank hold ETJ as of Q4 2016.

  • Concert Wealth Management reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 15,652 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q4 2016, an estimated $147K.
  • Concert Wealth Management first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2014 and held it in 3 quarters.
  • Concert Wealth Management's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $274K in Q4 2014.
  • 75 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.