WI
ETJ

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

Western Investment’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
2013
Q3 		– Sell
-285,629
Closed -$3.11M – 31
2013
Q2 		$3.11M Buy
+285,629
New +$3.19M 13.29% 2

Other funds holding ETJ

RVP
Relative Value Partners Northbrook, Illinois $880M AUM 0.38% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
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
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

Western Investment's ETJ Position: Q3 2013 in Review

Western Investment sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q3 2013, closing a stake of 285,629 shares — an estimated $3.11M sold.

Western Investment first reported a position in ETJ in Q2 2013 and held it in 1 quarter. The position peaked at $3.11M in Q2 2013. 67 funds tracked by Wall St. Rank hold ETJ as of Q3 2013.

  • Western Investment reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q3 2013 after selling out during the quarter.
  • Western Investment sold 285,629 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q3 2013, an estimated $3.11M.
  • Western Investment first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q2 2013 and held it in 1 quarter.
  • Western Investment's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $3.11M in Q2 2013.
  • 67 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q3 2013.

Based on Western Investment's 13F filing for Q3 2013, filed 14 Nov 2013.