Live Your Vision’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Live Your Vision’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
2018 Q1	–	Sell	-1,727	Closed	-$16K	–	274
2017 Q4	$16K	Buy	1,727 +54	+3%	+$502	0.01%	152
2017 Q3	$16K	Buy	1,673 +14	+0.8%	+$132	0.01%	154
2017 Q2	$16K	Buy	1,659 +66	+4%	+$613	0.01%	154
2017 Q1	$14K	Buy	1,593 +47	+3%	+$439	0.01%	167
2016 Q4	$14K	Buy	1,546 +46	+3%	+$417	0.01%	164
2016 Q3	$14K	Buy	+1,500	New	+$14.6K	0.01%	154
2015 Q4	–	Sell	-1,339	Closed	-$13K	–	141
2015 Q3	$13K	Buy	+1,339	New	+$14K	0.01%	167

Other funds holding ETJ

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

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

VIA

Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return

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

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

PPA

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

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

SCM

Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Live Your Vision's ETJ Position: Q1 2018 in Review

Live Your Vision sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q1 2018, closing a stake of 1,727 shares — an estimated $16K sold.

Live Your Vision first reported a position in ETJ in Q3 2015 and held it in 7 quarters. The position peaked at $16K in Q4 2017. 79 funds tracked by Wall St. Rank hold ETJ as of Q1 2018.

Live Your Vision reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q1 2018 after selling out during the quarter.
Live Your Vision sold 1,727 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q1 2018, an estimated $16K.
Live Your Vision first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q3 2015 and held it in 7 quarters.
Live Your Vision's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $16K in Q4 2017.
79 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q1 2018.

Based on Live Your Vision's 13F filing for Q1 2018, filed 25 Apr 2018.