S
ETJ

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

SignatureFD’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
Q3 		– Sell
-6,125
Closed -$71K – 763
2014
Q2 		$71K Hold
6,125
– – 0.02% 215
2014
Q1 		$69K Buy
+6,125
New +$70K 0.03% 160

Other funds holding ETJ

U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
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
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
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
IMS
Index Management Solutions Philadelphia, Pennsylvania $101M AUM 12.09% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

SignatureFD's ETJ Position: Q3 2014 in Review

SignatureFD sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q3 2014, closing a stake of 6,125 shares — an estimated $71K sold.

SignatureFD first reported a position in ETJ in Q1 2014 and held it in 2 quarters. The position peaked at $71K in Q2 2014. 62 funds tracked by Wall St. Rank hold ETJ as of Q3 2014.

  • SignatureFD reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q3 2014 after selling out during the quarter.
  • SignatureFD sold 6,125 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q3 2014, an estimated $71K.
  • SignatureFD first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q1 2014 and held it in 2 quarters.
  • SignatureFD's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $71K in Q2 2014.
  • 62 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q3 2014.

Based on SignatureFD's 13F filing for Q3 2014, filed 13 Nov 2014.