FANJ
ETJ

Financial Architects (New Jersey)’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Financial Architects (New Jersey)’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
2013
Q4 		– Sell
-2,000
Closed -$22K – 285
2013
Q3 		$22K Hold
2,000
– – 0.01% 370
2013
Q2 		$22K Buy
+2,000
New +$22.3K 0.02% 341

Other funds holding ETJ

RVP
Relative Value Partners Northbrook, Illinois $880M AUM 0.38% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

Financial Architects (New Jersey)'s ETJ Position: Q4 2013 in Review

Financial Architects (New Jersey) sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q4 2013, closing a stake of 2,000 shares — an estimated $22K sold.

Financial Architects (New Jersey) first reported a position in ETJ in Q2 2013 and held it in 2 quarters. The position peaked at $22K in Q3 2013. 70 funds tracked by Wall St. Rank hold ETJ as of Q4 2013.

  • Financial Architects (New Jersey) reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q4 2013 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 2,000 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q4 2013, an estimated $22K.
  • Financial Architects (New Jersey) first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q2 2013 and held it in 2 quarters.
  • Financial Architects (New Jersey)'s Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $22K in Q3 2013.
  • 70 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q4 2013.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2013, filed 7 Feb 2014.