Sit Investment Associates’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Sit Investment Associates’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 Q1	–	Sell	-232,413	Closed	-$2.08M	–	523
2016 Q4	$2.08M	Buy	+232,413	New	+$2.11M	0.05%	246
2014 Q3	–	Sell	-614,898	Closed	-$7.1M	–	437
2014 Q2	$7.1M	Sell	614,898 -1,082,530	-64%	-$12.3M	0.12%	176
2014 Q1	$19.2M	Buy	1,697,428 +562,363	+50%	+$6.43M	0.34%	97
2013 Q4	$12.8M	Sell	1,135,065 -708,943	-38%	-$7.91M	0.23%	122
2013 Q3	$19.9M	Buy	1,844,008 +1,284,358	+229%	+$14.1M	0.38%	89
2013 Q2	$6.1M	Buy	+559,650	New	+$6.24M	0.12%	163

Other funds holding ETJ

Morgan Stanley New York $1.66T AUM 25.57% 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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

SCM

Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return

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

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

RVPG

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sit Investment Associates's ETJ Position: Q1 2017 in Review

Sit Investment Associates sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q1 2017, closing a stake of 232,413 shares — an estimated $2.08M sold.

Sit Investment Associates first reported a position in ETJ in Q2 2013 and held it in 6 quarters. The position peaked at $19.9M in Q3 2013. 70 funds tracked by Wall St. Rank hold ETJ as of Q1 2017.

Sit Investment Associates reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q1 2017 after selling out during the quarter.
Sit Investment Associates sold 232,413 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q1 2017, an estimated $2.08M.
Sit Investment Associates first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q2 2013 and held it in 6 quarters.
Sit Investment Associates's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $19.9M in Q3 2013.
70 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q1 2017.

Based on Sit Investment Associates's 13F filing for Q1 2017, filed 25 Apr 2017.