DA
ETJ

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

Doliver 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
Q2 		– Sell
-46,584
Closed -$419K – 333
2018
Q1 		$419K Sell
46,584
-28,972
-38% -$271K 0.18% 97
2017
Q4 		$728K Sell
75,556
-20,642
-21% -$192K 0.29% 53
2017
Q3 		$907K Sell
96,198
-5,281
-5% -$49.7K 0.41% 53
2017
Q2 		$951K Buy
101,479
+35,493
+54% +$330K 0.46% 42
2017
Q1 		$599K Buy
+65,986
New +$616K 0.47% 65
2016
Q4 		– Sell
-70,407
Closed -$664K – 233
2016
Q3 		$664K Buy
+70,407
New +$684K 0.56% 58
2016
Q2 		– Sell
-20,875
Closed -$198K – 197
2016
Q1 		$198K Buy
20,875
+1,508
+8% +$14.3K 0.17% 126
2015
Q4 		$197K Sell
19,367
-12,371
-39% -$125K 0.16% 116
2015
Q3 		$305K Buy
31,738
+16,387
+107% +$171K 0.23% 124
2015
Q2 		$166K Sell
15,351
-83,435
-84% -$908K 0.11% 238
2015
Q1 		$1.07M Sell
98,786
-85,551
-46% -$924K 0.69% 39
2014
Q4 		$1.97M Buy
+184,337
New +$2.1M 1.37% 13
2014
Q3 		– Sell
-162,804
Closed -$1.88M – 280
2014
Q2 		$1.88M Sell
162,804
-229,579
-59% -$2.6M 1.64% 4
2014
Q1 		$4.43M Sell
392,383
-11,258
-3% -$129K 2.92% 1
2013
Q4 		$4.55M Sell
403,641
-7,078
-2% -$78.9K 2.91% 1
2013
Q3 		$4.44M Sell
410,719
-1,800
-0.4% -$19.7K 2.72% 1
2013
Q2 		$4.5M Buy
+412,519
New +$4.6M 2.65% 1

Other funds holding ETJ

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Doliver Advisors's ETJ Position: Q2 2018 in Review

Doliver Advisors sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q2 2018, closing a stake of 46,584 shares — an estimated $419K sold.

Doliver Advisors first reported a position in ETJ in Q2 2013 and held it in 17 quarters. The position peaked at $4.55M in Q4 2013. 77 funds tracked by Wall St. Rank hold ETJ as of Q2 2018.

  • Doliver Advisors reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q2 2018 after selling out during the quarter.
  • Doliver Advisors sold 46,584 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q2 2018, an estimated $419K.
  • Doliver Advisors first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q2 2013 and held it in 17 quarters.
  • Doliver Advisors's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $4.55M in Q4 2013.
  • 77 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q2 2018.

Based on Doliver Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.