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

First Foundation 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 Q4	–	Sell	-19,925	Closed	-$198K	–	385
2018 Q3	$198K	Buy	19,925 +4,325	+28%	+$42.5K	0.01%	333
2018 Q2	$147K	Hold	15,600	–	–	0.01%	316
2018 Q1	$140K	Buy	15,600 +3,600	+30%	+$33.7K	0.01%	304
2017 Q4	$116K	Buy	+12,000	New	+$111K	0.01%	314

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 Foundation Advisors's ETJ Position: Q4 2018 in Review

First Foundation Advisors sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q4 2018, closing a stake of 19,925 shares — an estimated $198K sold.

First Foundation Advisors first reported a position in ETJ in Q4 2017 and held it in 4 quarters. The position peaked at $198K in Q3 2018. 80 funds tracked by Wall St. Rank hold ETJ as of Q4 2018.

First Foundation Advisors reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q4 2018 after selling out during the quarter.
First Foundation Advisors sold 19,925 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q4 2018, an estimated $198K.
First Foundation Advisors first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2017 and held it in 4 quarters.
First Foundation Advisors's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $198K 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 First Foundation Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.