PI
ETJ

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

Placemark 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
Q2 		– Sell
-11,264
Closed -$127K – 1641
2014
Q1 		$127K Buy
+11,264
New +$129K ﹤0.01% 1553

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
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
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

Placemark Investments's ETJ Position: Q2 2014 in Review

Placemark Investments sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q2 2014, closing a stake of 11,264 shares — an estimated $127K sold.

Placemark Investments first reported a position in ETJ in Q1 2014 and held it in 1 quarter. The position peaked at $127K in Q1 2014. 70 funds tracked by Wall St. Rank hold ETJ as of Q2 2014.

  • Placemark Investments reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q2 2014 after selling out during the quarter.
  • Placemark Investments sold 11,264 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q2 2014, an estimated $127K.
  • Placemark Investments first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q1 2014 and held it in 1 quarter.
  • Placemark Investments's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $127K in Q1 2014.
  • 70 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q2 2014.

Based on Placemark Investments's 13F filing for Q2 2014, filed 14 Aug 2014.