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

Gupta Wealth Management’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
2016 Q1	–	Sell	-1,773	Closed	-$18K	–	1181
2015 Q4	$18K	Hold	1,773	–	–	﹤0.01%	683
2015 Q3	$17K	Hold	1,773	–	–	﹤0.01%	732
2015 Q2	$19K	Hold	1,773	–	–	﹤0.01%	748
2015 Q1	$19K	Buy	+1,773	New	+$19.1K	0.01%	615

Other funds holding ETJ

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Gupta Wealth Management's ETJ Position: Q1 2016 in Review

Gupta Wealth Management sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q1 2016, closing a stake of 1,773 shares — an estimated $18K sold.

Gupta Wealth Management first reported a position in ETJ in Q1 2015 and held it in 4 quarters. The position peaked at $19K in Q2 2015. 73 funds tracked by Wall St. Rank hold ETJ as of Q1 2016.

Gupta Wealth Management reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q1 2016 after selling out during the quarter.
Gupta Wealth Management sold 1,773 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q1 2016, an estimated $18K.
Gupta Wealth Management first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q1 2015 and held it in 4 quarters.
Gupta Wealth Management's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $19K in Q2 2015.
73 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.