WC
ETJ

Whitnell & Co’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Whitnell & Co’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
-3,117
Closed -$34K – 294
2013
Q2 		$34K Buy
+3,117
New +$34.8K 0.02% 206

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

Whitnell & Co's ETJ Position: Q3 2013 in Review

Whitnell & Co sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q3 2013, closing a stake of 3,117 shares — an estimated $34K sold.

Whitnell & Co first reported a position in ETJ in Q2 2013 and held it in 1 quarter. The position peaked at $34K in Q2 2013. 67 funds tracked by Wall St. Rank hold ETJ as of Q3 2013.

  • Whitnell & Co reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q3 2013 after selling out during the quarter.
  • Whitnell & Co sold 3,117 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q3 2013, an estimated $34K.
  • Whitnell & Co first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q2 2013 and held it in 1 quarter.
  • Whitnell & Co's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $34K 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 Whitnell & Co's 13F filing for Q3 2013, filed 12 Nov 2013.