I
ETJ

IberiaBank’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

IberiaBank’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
2015
Q3 		– Sell
-18,000
Closed -$195K – 172
2015
Q2 		$195K Hold
18,000
– – 0.09% 182
2015
Q1 		$195K Buy
+18,000
New +$194K 0.09% 193

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWS
Aris Wealth Services State College, Pennsylvania $47.7M AUM 10.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCM
Pointe Capital Management Grosse Pointe Farms, Michigan $202M AUM 17.2% 1-Year Est. Return

IberiaBank's ETJ Position: Q3 2015 in Review

IberiaBank sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q3 2015, closing a stake of 18,000 shares — an estimated $195K sold.

IberiaBank first reported a position in ETJ in Q1 2015 and held it in 2 quarters. The position peaked at $195K in Q2 2015. 73 funds tracked by Wall St. Rank hold ETJ as of Q3 2015.

  • IberiaBank reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q3 2015 after selling out during the quarter.
  • IberiaBank sold 18,000 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q3 2015, an estimated $195K.
  • IberiaBank first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q1 2015 and held it in 2 quarters.
  • IberiaBank's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $195K in Q2 2015.
  • 73 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q3 2015.

Based on IberiaBank's 13F filing for Q3 2015, filed 17 Nov 2015.