EWA
ETJ

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

EP Wealth 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
-30,000
Closed -$270K – 199
2018
Q1 		$270K Hold
30,000
– – 0.03% 170
2017
Q4 		$289K Buy
+30,000
New +$279K 0.03% 150

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

EP Wealth Advisors's ETJ Position: Q2 2018 in Review

EP Wealth Advisors sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q2 2018, closing a stake of 30,000 shares — an estimated $270K sold.

EP Wealth Advisors first reported a position in ETJ in Q4 2017 and held it in 2 quarters. The position peaked at $289K in Q4 2017. 77 funds tracked by Wall St. Rank hold ETJ as of Q2 2018.

  • EP Wealth Advisors reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q2 2018 after selling out during the quarter.
  • EP Wealth Advisors sold 30,000 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q2 2018, an estimated $270K.
  • EP Wealth Advisors first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2017 and held it in 2 quarters.
  • EP Wealth Advisors's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $289K in Q4 2017.
  • 77 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q2 2018.

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