TC
ETJ

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

Telemus Capital’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
2019
Q4 		– Sell
-15,300
Closed -$141K – 392
2019
Q3 		$141K Buy
+15,300
New +$144K 0.01% 381

Other funds holding ETJ

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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Telemus Capital's ETJ Position: Q4 2019 in Review

Telemus Capital sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q4 2019, closing a stake of 15,300 shares — an estimated $141K sold.

Telemus Capital first reported a position in ETJ in Q3 2019 and held it in 1 quarter. The position peaked at $141K in Q3 2019. 71 funds tracked by Wall St. Rank hold ETJ as of Q4 2019.

  • Telemus Capital reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q4 2019 after selling out during the quarter.
  • Telemus Capital sold 15,300 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q4 2019, an estimated $141K.
  • Telemus Capital first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q3 2019 and held it in 1 quarter.
  • Telemus Capital's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $141K in Q3 2019.
  • 71 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q4 2019.

Based on Telemus Capital's 13F filing for Q4 2019, filed 24 Jan 2020.