IH
ETJ

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

IFC Holdings’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
Q1 		– Sell
-11,501
Closed -$110K – 100
2017
Q4 		$110K Hold
11,501
– – 0.01% 481
2017
Q3 		$109K Buy
+11,501
New +$108K 0.01% 500

Other funds holding ETJ

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SCM
Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

IFC Holdings's ETJ Position: Q1 2018 in Review

IFC Holdings sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q1 2018, closing a stake of 11,501 shares — an estimated $110K sold.

IFC Holdings first reported a position in ETJ in Q3 2017 and held it in 2 quarters. The position peaked at $110K in Q4 2017. 79 funds tracked by Wall St. Rank hold ETJ as of Q1 2018.

  • IFC Holdings reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q1 2018 after selling out during the quarter.
  • IFC Holdings sold 11,501 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q1 2018, an estimated $110K.
  • IFC Holdings first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q3 2017 and held it in 2 quarters.
  • IFC Holdings's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $110K in Q4 2017.
  • 79 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q1 2018.

Based on IFC Holdings's 13F filing for Q1 2018.