Edmonds Duncan Registered Investment Advisors’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Edmonds Duncan Registered Investment 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
2016 Q4	–	Sell	-17,972	Closed	-$164K	–	97
2016 Q3	$164K	Sell	17,972 -156,603	-90%	-$1.52M	0.1%	96
2016 Q2	$1.7M	Sell	174,575 -41,961	-19%	-$405K	1.02%	33
2016 Q1	$2.05M	Buy	216,536 +14,987	+7%	+$142K	1.37%	26
2015 Q4	$2.05M	Buy	+201,549	New	+$2.04M	1.41%	26

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

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Edmonds Duncan Registered Investment Advisors's ETJ Position: Q4 2016 in Review

Edmonds Duncan Registered Investment Advisors sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q4 2016, closing a stake of 17,972 shares — an estimated $164K sold.

Edmonds Duncan Registered Investment Advisors first reported a position in ETJ in Q4 2015 and held it in 4 quarters. The position peaked at $2.05M in Q1 2016. 75 funds tracked by Wall St. Rank hold ETJ as of Q4 2016.

Edmonds Duncan Registered Investment Advisors reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q4 2016 after selling out during the quarter.
Edmonds Duncan Registered Investment Advisors sold 17,972 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q4 2016, an estimated $164K.
Edmonds Duncan Registered Investment Advisors first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2015 and held it in 4 quarters.
Edmonds Duncan Registered Investment Advisors's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $2.05M in Q1 2016.
75 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q4 2016.

Based on Edmonds Duncan Registered Investment Advisors's 13F filing for Q4 2016, filed 1 Feb 2017.