SCP
ETJ

Seizert Capital Partners’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Seizert Capital Partners’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
2015
Q1 		– Sell
-18,163
Closed -$194K – 211
2014
Q4 		$194K Buy
+18,163
New +$207K ﹤0.01% 203
2013
Q3 		– Sell
-55,080
Closed -$600K – 208
2013
Q2 		$600K Buy
+55,080
New +$614K 0.02% 145

Other funds holding ETJ

RVP
Relative Value Partners Northbrook, Illinois $880M AUM 0.38% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 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

Seizert Capital Partners's ETJ Position: Q1 2015 in Review

Seizert Capital Partners sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q1 2015, closing a stake of 18,163 shares — an estimated $194K sold.

Seizert Capital Partners first reported a position in ETJ in Q2 2013 and held it in 2 quarters. The position peaked at $600K in Q2 2013. 70 funds tracked by Wall St. Rank hold ETJ as of Q1 2015.

  • Seizert Capital Partners reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q1 2015 after selling out during the quarter.
  • Seizert Capital Partners sold 18,163 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q1 2015, an estimated $194K.
  • Seizert Capital Partners first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q2 2013 and held it in 2 quarters.
  • Seizert Capital Partners's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $600K in Q2 2013.
  • 70 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q1 2015.

Based on Seizert Capital Partners's 13F filing for Q1 2015, filed 4 May 2015.