Plante Moran Financial Advisors’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Plante Moran Financial Advisors’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
2016 Q1	–	Sell	-1,912	Closed	-$19K	–	899
2015 Q4	$19K	Buy	+1,912	New	+$19.4K	0.01%	457
2015 Q1	–	Sell	-6,041	Closed	-$64K	–	739
2014 Q4	$64K	Sell	6,041 -1,912	-24%	-$21.8K	0.05%	238
2014 Q3	$93K	Hold	7,953	–	–	0.08%	173
2014 Q2	$92K	Buy	+7,953	New	+$90K	0.08%	157

Other funds holding ETJ

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

RVPG

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Plante Moran Financial Advisors's ETJ Position: Q1 2016 in Review

Plante Moran Financial Advisors sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q1 2016, closing a stake of 1,912 shares — an estimated $19K sold.

Plante Moran Financial Advisors first reported a position in ETJ in Q2 2014 and held it in 4 quarters. The position peaked at $93K in Q3 2014. 73 funds tracked by Wall St. Rank hold ETJ as of Q1 2016.

Plante Moran Financial Advisors reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q1 2016 after selling out during the quarter.
Plante Moran Financial Advisors sold 1,912 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q1 2016, an estimated $19K.
Plante Moran Financial Advisors first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q2 2014 and held it in 4 quarters.
Plante Moran Financial Advisors's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $93K in Q3 2014.
73 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q1 2016.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2016, filed 26 Apr 2016.