SMFS
ETJ

Squar Milner Financial Services’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Squar Milner Financial Services’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
-3,000
Closed -$28K – 783
2018
Q2 		$28K Buy
+3,000
New +$28K 0.02% 429

Other funds holding ETJ

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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

Squar Milner Financial Services's ETJ Position: Q3 2018 in Review

Squar Milner Financial Services sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q3 2018, closing a stake of 3,000 shares — an estimated $28K sold.

Squar Milner Financial Services first reported a position in ETJ in Q2 2018 and held it in 1 quarter. The position peaked at $28K in Q2 2018. 72 funds tracked by Wall St. Rank hold ETJ as of Q3 2018.

  • Squar Milner Financial Services reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q3 2018 after selling out during the quarter.
  • Squar Milner Financial Services sold 3,000 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q3 2018, an estimated $28K.
  • Squar Milner Financial Services first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q2 2018 and held it in 1 quarter.
  • Squar Milner Financial Services's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $28K in Q2 2018.
  • 72 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q3 2018.

Based on Squar Milner Financial Services's 13F filing for Q3 2018, filed 29 Oct 2018.