Financial Counselors Inc’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Financial Counselors Inc’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 Q4	–	Sell	-10,000	Closed	-$99K	–	486
2018 Q3	$99K	Hold	10,000	–	–	﹤0.01%	492
2018 Q2	$94K	Hold	10,000	–	–	﹤0.01%	492
2018 Q1	$90K	Sell	10,000 -300	-3%	-$2.81K	﹤0.01%	483
2017 Q4	$99K	Buy	+10,300	New	+$95.7K	﹤0.01%	473

Other funds holding ETJ

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Financial Counselors Inc's ETJ Position: Q4 2018 in Review

Financial Counselors Inc sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q4 2018, closing a stake of 10,000 shares — an estimated $99K sold.

Financial Counselors Inc first reported a position in ETJ in Q4 2017 and held it in 4 quarters. The position peaked at $99K in Q3 2018. 80 funds tracked by Wall St. Rank hold ETJ as of Q4 2018.

Financial Counselors Inc reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q4 2018 after selling out during the quarter.
Financial Counselors Inc sold 10,000 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q4 2018, an estimated $99K.
Financial Counselors Inc first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2017 and held it in 4 quarters.
Financial Counselors Inc's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $99K in Q3 2018.
80 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q4 2018.

Based on Financial Counselors Inc's 13F filing for Q4 2018, filed 1 Feb 2019.