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

Mariner’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
2020 Q1	–	Sell	-41,000	Closed	-$383K	–	718
2019 Q4	$383K	Sell	41,000 -37,500	-48%	-$349K	﹤0.01%	634
2019 Q3	$725K	Buy	+78,500	New	+$737K	0.01%	532

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJFSA

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

PPA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

IWM

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

Mariner's ETJ Position: Q1 2020 in Review

Mariner sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q1 2020, closing a stake of 41,000 shares — an estimated $383K sold.

Mariner first reported a position in ETJ in Q3 2019 and held it in 2 quarters. The position peaked at $725K in Q3 2019. 82 funds tracked by Wall St. Rank hold ETJ as of Q1 2020.

Mariner reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q1 2020 after selling out during the quarter.
Mariner sold 41,000 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q1 2020, an estimated $383K.
Mariner first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q3 2019 and held it in 2 quarters.
Mariner's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $725K in Q3 2019.
82 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q1 2020.

Based on Mariner's 13F filing for Q1 2020, filed 14 May 2020.