ICOA
ETJ

Investment Centers of America’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Investment Centers of America’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
2017
Q2 		– Sell
-10,715
Closed -$98K – 613
2017
Q1 		$98K Sell
10,715
-440
-4% -$4.11K 0.01% 614
2016
Q4 		$100K Buy
+11,155
New +$101K 0.01% 588

Other funds holding ETJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SCM
Sterneck Capital Management Kansas City, Missouri $233M AUM 21.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Investment Centers of America's ETJ Position: Q2 2017 in Review

Investment Centers of America sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q2 2017, closing a stake of 10,715 shares — an estimated $98K sold.

Investment Centers of America first reported a position in ETJ in Q4 2016 and held it in 2 quarters. The position peaked at $100K in Q4 2016. 73 funds tracked by Wall St. Rank hold ETJ as of Q2 2017.

  • Investment Centers of America reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q2 2017 after selling out during the quarter.
  • Investment Centers of America sold 10,715 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q2 2017, an estimated $98K.
  • Investment Centers of America first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2016 and held it in 2 quarters.
  • Investment Centers of America's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $100K in Q4 2016.
  • 73 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q2 2017.

Based on Investment Centers of America's 13F filing for Q2 2017, filed 11 Aug 2017.