TFO
ETJ

Tarbox Family Office’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Tarbox Family Office’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
-2,719
Closed -$31K – 554
2014
Q2 		$31K Hold
2,719
– – 0.03% 127
2014
Q1 		$30K Buy
+2,719
New +$31.1K 0.03% 143

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

Tarbox Family Office's ETJ Position: Q3 2014 in Review

Tarbox Family Office sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q3 2014, closing a stake of 2,719 shares — an estimated $31K sold.

Tarbox Family Office first reported a position in ETJ in Q1 2014 and held it in 2 quarters. The position peaked at $31K in Q2 2014. 62 funds tracked by Wall St. Rank hold ETJ as of Q3 2014.

  • Tarbox Family Office reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q3 2014 after selling out during the quarter.
  • Tarbox Family Office sold 2,719 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q3 2014, an estimated $31K.
  • Tarbox Family Office first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q1 2014 and held it in 2 quarters.
  • Tarbox Family Office's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $31K 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 Tarbox Family Office's 13F filing for Q3 2014, filed 14 Oct 2014.