TF
ETJ

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

Tompkins Financial’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
2016
Q2 		– Sell
-270
Closed -$3K – 533
2016
Q1 		$3K Buy
+270
New +$2.56K ﹤0.01% 450

Other funds holding ETJ

RVPG
Relative Value Partners Group $772M AUM 15.6% 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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Tompkins Financial's ETJ Position: Q2 2016 in Review

Tompkins Financial sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q2 2016, closing a stake of 270 shares — an estimated $3K sold.

Tompkins Financial first reported a position in ETJ in Q1 2016 and held it in 1 quarter. The position peaked at $3K in Q1 2016. 64 funds tracked by Wall St. Rank hold ETJ as of Q2 2016.

  • Tompkins Financial reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q2 2016 after selling out during the quarter.
  • Tompkins Financial sold 270 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q2 2016, an estimated $3K.
  • Tompkins Financial first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q1 2016 and held it in 1 quarter.
  • Tompkins Financial's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $3K in Q1 2016.
  • 64 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q2 2016.

Based on Tompkins Financial's 13F filing for Q2 2016, filed 13 Jul 2016.