Ronald Blue & Co’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Ronald Blue & Co’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	$145K	Buy	15,516 +374	+2%	+$3.48K	﹤0.01%	226
2017 Q1	$137K	Buy	15,142 +415	+3%	+$3.87K	﹤0.01%	222
2016 Q4	$132K	Buy	14,727 +443	+3%	+$4.02K	0.01%	213
2016 Q3	$135K	Buy	14,284 +406	+3%	+$3.94K	0.01%	192
2016 Q2	$136K	Buy	13,878 +396	+3%	+$3.82K	0.01%	202
2016 Q1	$128K	Buy	13,482 +396	+3%	+$3.75K	0.01%	185
2015 Q4	$133K	Buy	+13,086	New	+$133K	0.01%	169

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

Ronald Blue & Co's ETJ Position: Q2 2017 in Review

Ronald Blue & Co increased its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) stake by 2.5% in Q2 2017, buying an estimated $3.48K and bringing the position to 15,516 shares worth $145K. The position accounts for ﹤0.01% of the portfolio, ranked #226.

Ronald Blue & Co first reported a position in ETJ in Q4 2015 and has held it in 7 quarters since. 73 funds tracked by Wall St. Rank hold ETJ as of Q2 2017.

Ronald Blue & Co held 15,516 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $145K as of Q2 2017.
Ronald Blue & Co bought 374 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q2 2017, an estimated $3.48K.
Eaton Vance Risk-Managed Diversified Equity Income Fund made up ﹤0.01% of Ronald Blue & Co's portfolio in Q2 2017, its #226 holding.
Ronald Blue & Co first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2015 and has held it in 7 quarters since.
73 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q2 2017.

Based on Ronald Blue & Co's 13F filing for Q2 2017, filed 28 Jul 2017.