Thrivent Financial for Lutherans
ETJ

Thrivent Financial for Lutherans’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Thrivent Financial for Lutherans’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
-17,102
Closed -$161K – 2016
2018
Q2 		$161K Buy
17,102
+411
+2% +$3.83K ﹤0.01% 1986
2018
Q1 		$150K Buy
16,691
+402
+2% +$3.76K ﹤0.01% 1977
2017
Q4 		$157K Buy
16,289
+393
+2% +$3.65K ﹤0.01% 1998
2017
Q3 		$150K Buy
+15,896
New +$150K ﹤0.01% 1908

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 $4.82B AUM 20.19% 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

Thrivent Financial for Lutherans's ETJ Position: Q3 2018 in Review

Thrivent Financial for Lutherans sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q3 2018, closing a stake of 17,102 shares — an estimated $161K sold.

Thrivent Financial for Lutherans first reported a position in ETJ in Q3 2017 and held it in 4 quarters. The position peaked at $161K in Q2 2018. 72 funds tracked by Wall St. Rank hold ETJ as of Q3 2018.

  • Thrivent Financial for Lutherans reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q3 2018 after selling out during the quarter.
  • Thrivent Financial for Lutherans sold 17,102 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q3 2018, an estimated $161K.
  • Thrivent Financial for Lutherans first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q3 2017 and held it in 4 quarters.
  • Thrivent Financial for Lutherans's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $161K 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 Thrivent Financial for Lutherans's 13F filing for Q3 2018, filed 15 Nov 2018.