MWR
ETJ

McAdams Wright Ragen’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

McAdams Wright Ragen’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
Q3 		$633K Buy
+54,150
New +$629K 0.04% 239

Other funds holding ETJ

U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AWS
Aris Wealth Services State College, Pennsylvania $47.7M AUM 10.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
IMS
Index Management Solutions Philadelphia, Pennsylvania $101M AUM 12.09% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

McAdams Wright Ragen's ETJ Position: Q3 2014 in Review

McAdams Wright Ragen opened a new position in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q3 2014: 54,150 shares worth $633K. The stake represents 0.04% of the portfolio and ranks #239 among its holdings.

62 funds tracked by Wall St. Rank hold ETJ as of Q3 2014.

  • McAdams Wright Ragen held 54,150 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $633K as of Q3 2014.
  • Eaton Vance Risk-Managed Diversified Equity Income Fund was a new McAdams Wright Ragen position in Q3 2014.
  • Eaton Vance Risk-Managed Diversified Equity Income Fund made up 0.04% of McAdams Wright Ragen's portfolio in Q3 2014, its #239 holding.
  • 62 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q3 2014.

Based on McAdams Wright Ragen's 13F filing for Q3 2014, filed 14 Nov 2014.