UAS
ETJ

United Asset Strategies’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

United Asset Strategies’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
2017
Q2 		– Sell
-15,425
Closed -$140K – 154
2017
Q1 		$140K Hold
15,425
– – 0.04% 140
2016
Q4 		$138K Buy
+15,425
New +$140K 0.05% 141
2016
Q3 		– Sell
-15,425
Closed -$151K – 143
2016
Q2 		$151K Hold
15,425
– – 0.06% 137
2016
Q1 		$146K Hold
15,425
– – 0.07% 123
2015
Q4 		$157K Hold
15,425
– – 0.07% 132
2015
Q3 		$148K Hold
15,425
– – 0.07% 123
2015
Q2 		$167K Buy
+15,425
New +$168K 0.07% 126
2015
Q1 		– Sell
-15,425
Closed -$164K – 116
2014
Q4 		$164K Hold
15,425
– – 0.07% 125
2014
Q3 		$180K Hold
15,425
– – 0.08% 126
2014
Q2 		$178K Hold
15,425
– – 0.09% 115
2014
Q1 		$174K Buy
+15,425
New +$176K 0.1% 98

Other funds holding ETJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
SCM
Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

United Asset Strategies's ETJ Position: Q2 2017 in Review

United Asset Strategies sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q2 2017, closing a stake of 15,425 shares — an estimated $140K sold.

United Asset Strategies first reported a position in ETJ in Q1 2014 and held it in 11 quarters. The position peaked at $180K in Q3 2014. 73 funds tracked by Wall St. Rank hold ETJ as of Q2 2017.

  • United Asset Strategies reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q2 2017 after selling out during the quarter.
  • United Asset Strategies sold 15,425 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q2 2017, an estimated $140K.
  • United Asset Strategies first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q1 2014 and held it in 11 quarters.
  • United Asset Strategies's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $180K in Q3 2014.
  • 73 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q2 2017.

Based on United Asset Strategies's 13F filing for Q2 2017, filed 2 Aug 2017.