Mariner Independent Advisor Network’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Mariner Independent Advisor Network’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
2019 Q3	–	Sell	-23,194	Closed	-$218K	–	379
2019 Q2	$218K	Sell	23,194 -4,383	-16%	-$41.1K	0.02%	363
2019 Q1	$255K	Buy	27,577 +194	+0.7%	+$1.7K	0.02%	338
2018 Q4	$234K	Sell	27,383 -1,009	-4%	-$9.23K	0.02%	347
2018 Q3	$279K	Buy	+28,392	New	+$279K	0.03%	215
2018 Q2	–	Sell	-88,099	Closed	-$792K	–	194
2018 Q1	$792K	Buy	88,099 +52,198	+145%	+$488K	0.05%	247
2017 Q4	$351K	Sell	35,901 -32,449	-47%	-$301K	0.04%	264
2017 Q3	$645K	Sell	68,350 -1,302	-2%	-$12.3K	0.1%	112
2017 Q2	$652K	Buy	+69,652	New	+$647K	0.09%	144

Other funds holding ETJ

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

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Mariner Independent Advisor Network's ETJ Position: Q3 2019 in Review

Mariner Independent Advisor Network sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q3 2019, closing a stake of 23,194 shares — an estimated $218K sold.

Mariner Independent Advisor Network first reported a position in ETJ in Q2 2017 and held it in 8 quarters. The position peaked at $792K in Q1 2018. 73 funds tracked by Wall St. Rank hold ETJ as of Q3 2019.

Mariner Independent Advisor Network reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q3 2019 after selling out during the quarter.
Mariner Independent Advisor Network sold 23,194 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q3 2019, an estimated $218K.
Mariner Independent Advisor Network first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q2 2017 and held it in 8 quarters.
Mariner Independent Advisor Network's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $792K in Q1 2018.
73 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q3 2019.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2019, filed 4 Nov 2019.