First Allied Advisory Services’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

First Allied Advisory Services’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	-83,096	Closed	-$831K	–	1098
2018 Q3	$831K	Sell	83,096 -1,500	-2%	-$14.7K	0.03%	532
2018 Q2	$798K	Sell	84,596 -500	-0.6%	-$4.66K	0.03%	522
2018 Q1	$760K	Sell	85,096 -5,496	-6%	-$51.4K	0.03%	531
2017 Q4	$869K	Buy	90,592 +45,531	+101%	+$423K	0.03%	478
2017 Q3	$425K	Sell	45,061 -8,781	-16%	-$82.7K	0.02%	673
2017 Q2	$506K	Buy	53,842 +7,832	+17%	+$72.8K	0.02%	613
2017 Q1	$418K	Buy	46,010 +100	+0.2%	+$933	0.02%	658
2016 Q4	$411K	Sell	45,910 -5,900	-11%	-$53.5K	0.02%	657
2016 Q3	$489K	Buy	51,810 +10,850	+26%	+$105K	0.03%	574
2016 Q2	$401K	Hold	40,960	–	–	0.02%	624
2016 Q1	$388K	Sell	40,960 -3,732	-8%	-$35.4K	0.02%	645
2015 Q4	$448K	Buy	44,692 +54	+0.1%	+$547	0.02%	618
2015 Q3	$427K	Buy	44,638 +152	+0.3%	+$1.59K	0.02%	608
2015 Q2	$481K	Buy	44,486 +125	+0.3%	+$1.36K	0.02%	626
2015 Q1	$480K	Buy	44,361 +2,045	+5%	+$22.1K	0.03%	590
2014 Q4	$451K	Buy	+42,316	New	+$482K	0.03%	561

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

First Allied Advisory Services's ETJ Position: Q4 2018 in Review

First Allied Advisory Services sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q4 2018, closing a stake of 83,096 shares — an estimated $831K sold.

First Allied Advisory Services first reported a position in ETJ in Q4 2014 and held it in 16 quarters. The position peaked at $869K in Q4 2017. 80 funds tracked by Wall St. Rank hold ETJ as of Q4 2018.

First Allied Advisory Services reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q4 2018 after selling out during the quarter.
First Allied Advisory Services sold 83,096 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q4 2018, an estimated $831K.
First Allied Advisory Services first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2014 and held it in 16 quarters.
First Allied Advisory Services's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $869K in Q4 2017.
80 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q4 2018.

Based on First Allied Advisory Services's 13F filing for Q4 2018, filed 15 Feb 2019.