Kessler Investment Group’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Kessler Investment Group’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	-690	Closed	-$7K	–	110
2014 Q4	$7K	Hold	690	–	–	0.01%	93
2014 Q3	$8K	Hold	690	–	–	0.01%	94
2014 Q2	$8K	Hold	690	–	–	0.01%	89
2014 Q1	$8K	Hold	690	–	–	0.02%	80
2013 Q4	$8K	Hold	690	–	–	0.01%	88
2013 Q3	$7K	Hold	690	–	–	0.02%	122
2013 Q2	$8K	Buy	+690	New	+$7.7K	0.02%	61

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

Kessler Investment Group's ETJ Position: Q1 2015 in Review

Kessler Investment Group sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q1 2015, closing a stake of 690 shares — an estimated $7K sold.

Kessler Investment Group first reported a position in ETJ in Q2 2013 and held it in 7 quarters. The position peaked at $8K in Q3 2014. 70 funds tracked by Wall St. Rank hold ETJ as of Q1 2015.

Kessler Investment Group reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q1 2015 after selling out during the quarter.
Kessler Investment Group sold 690 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q1 2015, an estimated $7K.
Kessler Investment Group first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q2 2013 and held it in 7 quarters.
Kessler Investment Group's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $8K in Q3 2014.
70 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q1 2015.

Based on Kessler Investment Group's 13F filing for Q1 2015, filed 13 Apr 2015.