MA
ETJ

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

MUFG Americas’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
Q3 		– Sell
-1,025
Closed -$10K – 1155
2017
Q2 		$10K Sell
1,025
-5,498
-84% -$51.1K ﹤0.01% 843
2017
Q1 		$59K Buy
6,523
+1,177
+22% +$11K ﹤0.01% 549
2016
Q4 		$48K Buy
5,346
+158
+3% +$1.43K ﹤0.01% 577
2016
Q3 		$49K Buy
5,188
+142
+3% +$1.38K ﹤0.01% 580
2016
Q2 		$49K Buy
5,046
+2,546
+102% +$24.6K ﹤0.01% 560
2016
Q1 		$24K Buy
+2,500
New +$23.7K ﹤0.01% 676
2015
Q2 		– Sell
-3,456
Closed -$37K – 1188
2015
Q1 		$37K Buy
3,456
+596
+21% +$6.44K ﹤0.01% 716
2014
Q4 		$30K Hold
2,860
– – ﹤0.01% 754
2014
Q3 		$33K Sell
2,860
-93
-3% -$1.08K ﹤0.01% 741
2014
Q2 		$34K Buy
2,953
+69
+2% +$781 ﹤0.01% 751
2014
Q1 		$33K Buy
2,884
+210
+8% +$2.4K ﹤0.01% 742
2013
Q4 		$30K Buy
+2,674
New +$29.8K ﹤0.01% 763

Other funds holding ETJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SCM
Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MUFG Americas's ETJ Position: Q3 2017 in Review

MUFG Americas sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q3 2017, closing a stake of 1,025 shares — an estimated $10K sold.

MUFG Americas first reported a position in ETJ in Q4 2013 and held it in 12 quarters. The position peaked at $59K in Q1 2017. 76 funds tracked by Wall St. Rank hold ETJ as of Q3 2017.

  • MUFG Americas reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q3 2017 after selling out during the quarter.
  • MUFG Americas sold 1,025 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q3 2017, an estimated $10K.
  • MUFG Americas first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2013 and held it in 12 quarters.
  • MUFG Americas's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $59K in Q1 2017.
  • 76 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q3 2017.

Based on MUFG Americas's 13F filing for Q3 2017, filed 13 Nov 2017.