PSI
ETJ

Pinnacle Summer Investments’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Pinnacle Summer Investments’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
Q1 		– Sell
-1,847
Closed -$21K – 976
2013
Q4 		$21K Hold
1,847
– – ﹤0.01% 583
2013
Q3 		$20K Hold
1,847
– – ﹤0.01% 549
2013
Q2 		$20K Buy
+1,847
New +$20.6K ﹤0.01% 500

Other funds holding ETJ

RVP
Relative Value Partners Northbrook, Illinois $880M AUM 0.38% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Pinnacle Summer Investments's ETJ Position: Q1 2014 in Review

Pinnacle Summer Investments sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q1 2014, closing a stake of 1,847 shares — an estimated $21K sold.

Pinnacle Summer Investments first reported a position in ETJ in Q2 2013 and held it in 3 quarters. The position peaked at $21K in Q4 2013. 71 funds tracked by Wall St. Rank hold ETJ as of Q1 2014.

  • Pinnacle Summer Investments reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q1 2014 after selling out during the quarter.
  • Pinnacle Summer Investments sold 1,847 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q1 2014, an estimated $21K.
  • Pinnacle Summer Investments first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q2 2013 and held it in 3 quarters.
  • Pinnacle Summer Investments's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $21K in Q4 2013.
  • 71 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q1 2014.

Based on Pinnacle Summer Investments's 13F filing for Q1 2014, filed 16 May 2014.