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

Inscription Capital’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
2019 Q3	–	Sell	-84,000	Closed	-$773K	–	141
2019 Q2	$773K	Buy	84,000 +5,500	+7%	+$51.5K	0.58%	38
2019 Q1	$721K	Sell	78,500 -5,000	-6%	-$43.8K	0.38%	51
2018 Q4	$678K	Buy	+83,500	New	+$764K	0.38%	48

Other funds holding ETJ

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

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Inscription Capital's ETJ Position: Q3 2019 in Review

Inscription Capital sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q3 2019, closing a stake of 84,000 shares — an estimated $773K sold.

Inscription Capital first reported a position in ETJ in Q4 2018 and held it in 3 quarters. The position peaked at $773K in Q2 2019. 73 funds tracked by Wall St. Rank hold ETJ as of Q3 2019.

Inscription Capital reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q3 2019 after selling out during the quarter.
Inscription Capital sold 84,000 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q3 2019, an estimated $773K.
Inscription Capital first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2018 and held it in 3 quarters.
Inscription Capital's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $773K in Q2 2019.
73 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q3 2019.

Based on Inscription Capital's 13F filing for Q3 2019, filed 1 Nov 2019.