W
ETJ

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

Wealthfront’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
Q4 		– Sell
-106
Closed -$1K – 763
2014
Q3 		$1K Buy
+106
New +$1.23K ﹤0.01% 635

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
AWS
Aris Wealth Services State College, Pennsylvania $47.7M AUM 10.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IMS
Index Management Solutions Philadelphia, Pennsylvania $101M AUM 12.09% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Wealthfront's ETJ Position: Q4 2014 in Review

Wealthfront sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q4 2014, closing a stake of 106 shares — an estimated $1K sold.

Wealthfront first reported a position in ETJ in Q3 2014 and held it in 1 quarter. The position peaked at $1K in Q3 2014. 74 funds tracked by Wall St. Rank hold ETJ as of Q4 2014.

  • Wealthfront reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q4 2014 after selling out during the quarter.
  • Wealthfront sold 106 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q4 2014, an estimated $1K.
  • Wealthfront first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q3 2014 and held it in 1 quarter.
  • Wealthfront's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $1K in Q3 2014.
  • 74 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q4 2014.

Based on Wealthfront's 13F filing for Q4 2014, filed 17 Feb 2015.