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

SEI 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
2018 Q3	–	Sell	-291	Closed	-$3K	–	2736
2018 Q2	$3K	Hold	291	–	–	﹤0.01%	3265
2018 Q1	$3K	Sell	291 -500	-63%	-$4.67K	﹤0.01%	3160
2017 Q4	$8K	Buy	+791	New	+$7.35K	﹤0.01%	2841
2017 Q2	–	Sell	-555	Closed	-$5K	–	3126
2017 Q1	$5K	Hold	555	–	–	﹤0.01%	2577
2016 Q4	$5K	Hold	555	–	–	﹤0.01%	2583
2016 Q3	$5K	Buy	+555	New	+$5.39K	﹤0.01%	2517

Other funds holding ETJ

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

VIA

Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

PPA

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

SEI Investments's ETJ Position: Q3 2018 in Review

SEI Investments sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q3 2018, closing a stake of 291 shares — an estimated $3K sold.

SEI Investments first reported a position in ETJ in Q3 2016 and held it in 6 quarters. The position peaked at $8K in Q4 2017. 72 funds tracked by Wall St. Rank hold ETJ as of Q3 2018.

SEI Investments reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q3 2018 after selling out during the quarter.
SEI Investments sold 291 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q3 2018, an estimated $3K.
SEI Investments first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q3 2016 and held it in 6 quarters.
SEI Investments's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $8K in Q4 2017.
72 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q3 2018.

Based on SEI Investments's 13F filing for Q3 2018, filed 8 Nov 2018.