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

Valeo 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
2018 Q4	–	Sell	-1,000	Closed	-$9K	–	1564
2018 Q3	$9K	Hold	1,000	–	–	﹤0.01%	996
2018 Q2	$10K	Hold	1,000	–	–	﹤0.01%	937
2018 Q1	$9K	Hold	1,000	–	–	﹤0.01%	952
2017 Q4	$10K	Hold	1,000	–	–	﹤0.01%	833
2017 Q3	$9K	Buy	+1,000	New	+$9.41K	﹤0.01%	720

Other funds holding ETJ

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

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

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Valeo Financial Advisors's ETJ Position: Q4 2018 in Review

Valeo Financial Advisors sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q4 2018, closing a stake of 1,000 shares — an estimated $9K sold.

Valeo Financial Advisors first reported a position in ETJ in Q3 2017 and held it in 5 quarters. The position peaked at $10K in Q2 2018. 80 funds tracked by Wall St. Rank hold ETJ as of Q4 2018.

Valeo Financial Advisors reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q4 2018 after selling out during the quarter.
Valeo Financial Advisors sold 1,000 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q4 2018, an estimated $9K.
Valeo Financial Advisors first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q3 2017 and held it in 5 quarters.
Valeo Financial Advisors's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $10K in Q2 2018.
80 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q4 2018.

Based on Valeo Financial Advisors's 13F filing for Q4 2018, filed 30 Jan 2019.