M&T Bank
ETJ

M&T Bank’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

M&T Bank’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
2014
Q4 		– Sell
-28,818
Closed -$336K – 2160
2014
Q3 		$336K Buy
+28,818
New +$335K ﹤0.01% 1484

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
AWS
Aris Wealth Services State College, Pennsylvania $47.7M AUM 10.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IMS
Index Management Solutions Philadelphia, Pennsylvania $101M AUM 12.09% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

M&T Bank's ETJ Position: Q4 2014 in Review

M&T Bank sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q4 2014, closing a stake of 28,818 shares — an estimated $336K sold.

M&T Bank first reported a position in ETJ in Q3 2014 and held it in 1 quarter. The position peaked at $336K in Q3 2014. 74 funds tracked by Wall St. Rank hold ETJ as of Q4 2014.

  • M&T Bank reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q4 2014 after selling out during the quarter.
  • M&T Bank sold 28,818 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q4 2014, an estimated $336K.
  • M&T Bank first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q3 2014 and held it in 1 quarter.
  • M&T Bank's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $336K in Q3 2014.
  • 74 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q4 2014.

Based on M&T Bank's 13F filing for Q4 2014, filed 12 Feb 2015.