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

Index Management Solutions’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 Q1	–	Sell	-327,699	Closed	-$3.49M	–	798
2014 Q4	$3.49M	Buy	327,699 +58,071	+22%	+$662K	0.48%	49
2014 Q3	$3.15M	Buy	269,628 +41,591	+18%	+$483K	0.36%	43
2014 Q2	$2.63M	Buy	228,037 +112,535	+97%	+$1.27M	0.32%	51
2014 Q1	$1.3M	Buy	115,502 +33,467	+41%	+$382K	0.21%	101
2013 Q4	$925K	Buy	82,035 +59,259	+260%	+$661K	0.23%	74
2013 Q3	$246K	Buy	+22,776	New	+$250K	0.07%	101

Other funds holding ETJ

RVP

Relative Value Partners Northbrook, Illinois $880M AUM 0.38% 1-Year Est. Return

PPA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

AWS

Aris Wealth Services State College, Pennsylvania $47.7M AUM 10.11% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Index Management Solutions's ETJ Position: Q1 2015 in Review

Index Management Solutions sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q1 2015, closing a stake of 327,699 shares — an estimated $3.49M sold.

Index Management Solutions first reported a position in ETJ in Q3 2013 and held it in 6 quarters. The position peaked at $3.49M in Q4 2014. 70 funds tracked by Wall St. Rank hold ETJ as of Q1 2015.

Index Management Solutions reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q1 2015 after selling out during the quarter.
Index Management Solutions sold 327,699 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q1 2015, an estimated $3.49M.
Index Management Solutions first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q3 2013 and held it in 6 quarters.
Index Management Solutions's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $3.49M in Q4 2014.
70 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q1 2015.

Based on Index Management Solutions's 13F filing for Q1 2015, filed 15 May 2015.