Merriman Wealth Management’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Merriman Wealth Management’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
2017 Q2	–	Sell	-37,000	Closed	-$336K	–	124
2017 Q1	$336K	Buy	+37,000	New	+$345K	0.08%	111
2015 Q1	–	Sell	-50,500	Closed	-$548K	–	48
2014 Q4	$548K	Buy	+50,500	New	+$575K	0.78%	24

Other funds holding ETJ

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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

SCM

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

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

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

AAM

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

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Merriman Wealth Management's ETJ Position: Q2 2017 in Review

Merriman Wealth Management sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q2 2017, closing a stake of 37,000 shares — an estimated $336K sold.

Merriman Wealth Management first reported a position in ETJ in Q4 2014 and held it in 2 quarters. The position peaked at $548K in Q4 2014. 73 funds tracked by Wall St. Rank hold ETJ as of Q2 2017.

Merriman Wealth Management reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q2 2017 after selling out during the quarter.
Merriman Wealth Management sold 37,000 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q2 2017, an estimated $336K.
Merriman Wealth Management first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2014 and held it in 2 quarters.
Merriman Wealth Management's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $548K in Q4 2014.
73 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q2 2017.

Based on Merriman Wealth Management's 13F filing for Q2 2017, filed 7 Aug 2017.