WAM
ETJ

Wealthspire Advisors (Maryland)’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		– Sell
-724
Closed -$7K – 1750
2016
Q2 		$7K Sell
724
-1,177
-62% -$11.4K ﹤0.01% 1264
2016
Q1 		$18K Buy
1,901
+35
+2% +$332 ﹤0.01% 998
2015
Q4 		$19K Buy
+1,866
New +$18.9K ﹤0.01% 984

Other funds holding ETJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s ETJ Position: Q3 2016 in Review

Wealthspire Advisors (Maryland) sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q3 2016, closing a stake of 724 shares — an estimated $7K sold.

Wealthspire Advisors (Maryland) first reported a position in ETJ in Q4 2015 and held it in 3 quarters. The position peaked at $19K in Q4 2015. 68 funds tracked by Wall St. Rank hold ETJ as of Q3 2016.

  • Wealthspire Advisors (Maryland) reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q3 2016 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 724 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q3 2016, an estimated $7K.
  • Wealthspire Advisors (Maryland) first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2015 and held it in 3 quarters.
  • Wealthspire Advisors (Maryland)'s Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $19K in Q4 2015.
  • 68 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q3 2016.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2016, filed 4 Nov 2016.