CS
ETJ

Credit Suisse’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Credit Suisse’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
2015
Q1 		– Sell
-26,242
Closed -$280K – 4410
2014
Q4 		$280K Buy
+26,242
New +$299K ﹤0.01% 4092
2013
Q4 		– Sell
-10,454
Closed -$113K – 4609
2013
Q3 		$113K Buy
+10,454
New +$115K ﹤0.01% 4091

Other funds holding ETJ

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 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

Credit Suisse's ETJ Position: Q1 2015 in Review

Credit Suisse sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q1 2015, closing a stake of 26,242 shares — an estimated $280K sold.

Credit Suisse first reported a position in ETJ in Q3 2013 and held it in 2 quarters. The position peaked at $280K in Q4 2014. 70 funds tracked by Wall St. Rank hold ETJ as of Q1 2015.

  • Credit Suisse reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q1 2015 after selling out during the quarter.
  • Credit Suisse sold 26,242 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q1 2015, an estimated $280K.
  • Credit Suisse first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q3 2013 and held it in 2 quarters.
  • Credit Suisse's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $280K in Q4 2014.
  • 70 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q1 2015.

Based on Credit Suisse's 13F filing for Q1 2015, filed 6 May 2015.