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

UBS’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	$35.7M	Buy	3,057,368 +182,971	+6%	+$2.12M	0.03%	649
2014 Q2	$33.2M	Buy	2,874,397 +685,342	+31%	+$7.76M	0.03%	627
2014 Q1	$24.7M	Buy	2,189,055 +304,394	+16%	+$3.48M	0.02%	686
2013 Q4	$21.2M	Buy	1,884,661 +106,238	+6%	+$1.18M	0.02%	772
2013 Q3	$19.2M	Buy	1,778,423 +56,938	+3%	+$624K	0.02%	734
2013 Q2	$18.8M	Buy	+1,721,485	New	+$19.2M	0.02%	682

Other funds holding ETJ

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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 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 Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

ACP

Aviance Capital Partners Naples, Florida $963M AUM 32.56% 1-Year Est. Return

UBS's ETJ Position: Q3 2014 in Review

UBS increased its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) stake by 6.4% in Q3 2014, buying an estimated $2.12M and bringing the position to 3,057,368 shares worth $35.7M. The position accounts for 0.03% of the portfolio, ranked #649.

UBS first reported a position in ETJ in Q2 2013 and has held it in 6 quarters since. 62 funds tracked by Wall St. Rank hold ETJ as of Q3 2014.

UBS held 3,057,368 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $35.7M as of Q3 2014.
UBS bought 182,971 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q3 2014, an estimated $2.12M.
Eaton Vance Risk-Managed Diversified Equity Income Fund made up 0.03% of UBS's portfolio in Q3 2014, its #649 holding.
UBS first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q2 2013 and has held it in 6 quarters since.
62 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.