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

US Financial Advisors’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	-1,825	Closed	-$17K	–	145
2016 Q1	$17K	Hold	1,825	–	–	0.03%	171
2015 Q4	$19K	Buy	1,825 +715	+64%	+$7.24K	0.02%	248
2015 Q3	$11K	Hold	1,110	–	–	0.02%	254
2015 Q2	$12K	Hold	1,110	–	–	0.01%	222
2015 Q1	$12K	Buy	+1,110	New	+$12K	0.01%	245

Other funds holding ETJ

RVPG

Relative Value Partners Group $772M AUM 15.6% 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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

US Financial Advisors's ETJ Position: Q2 2016 in Review

US Financial Advisors sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q2 2016, closing a stake of 1,825 shares — an estimated $17K sold.

US Financial Advisors first reported a position in ETJ in Q1 2015 and held it in 5 quarters. The position peaked at $19K in Q4 2015. 64 funds tracked by Wall St. Rank hold ETJ as of Q2 2016.

US Financial Advisors reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q2 2016 after selling out during the quarter.
US Financial Advisors sold 1,825 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q2 2016, an estimated $17K.
US Financial Advisors first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q1 2015 and held it in 5 quarters.
US Financial Advisors's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $19K in Q4 2015.
64 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.