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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q2
$1.32M Buy
135,619
+48,775
+56% +$471K 0.25% 97
2016
Q1
$823K Buy
86,844
+40,059
+86% +$379K 0.16% 176
2015
Q4
$475K Buy
46,785
+73
+0.2% +$739 0.09% 303
2015
Q3
$448K Sell
46,712
-294
-0.6% -$3.07K 0.09% 314
2015
Q2
$508K Buy
47,006
+166
+0.4% +$1.81K 0.09% 304
2015
Q1
$506K Buy
46,840
+115
+0.2% +$1.24K 0.09% 300
2014
Q4
$498K Sell
46,725
-9,945
-18% -$113K 0.09% 301
2014
Q3
$662K Buy
56,670
+219
+0.4% +$2.54K 0.13% 223
2014
Q2
$651K Buy
56,451
+22,535
+66% +$255K 0.11% 283
2014
Q1
$383K Sell
33,916
-2,025
-6% -$23.1K 0.08% 345
2013
Q4
$405K Buy
35,941
+50
+0.1% +$558 0.09% 311
2013
Q3
$387K Sell
35,891
-1,153
-3% -$12.6K 0.1% 293
2013
Q2
$403K Buy
+37,044
New +$413K 0.12% 239

Other funds holding ETJ

Investors Capital Advisory Services's ETJ Position: Q2 2016 in Review

Investors Capital Advisory Services increased its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) stake by 56% in Q2 2016, buying an estimated $471K and bringing the position to 135,619 shares worth $1.32M. The position accounts for 0.25% of the portfolio, ranked #97.

Investors Capital Advisory Services first reported a position in ETJ in Q2 2013 and has held it in 13 quarters since. 64 funds tracked by Wall St. Rank hold ETJ as of Q2 2016.

  • Investors Capital Advisory Services held 135,619 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $1.32M as of Q2 2016.
  • Investors Capital Advisory Services bought 48,775 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q2 2016, an estimated $471K.
  • Eaton Vance Risk-Managed Diversified Equity Income Fund made up 0.25% of Investors Capital Advisory Services's portfolio in Q2 2016, its #97 holding.
  • Investors Capital Advisory Services first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q2 2013 and has held it in 13 quarters since.
  • 64 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.