XS
ETJ

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

XML Securities’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
Q1 		– Sell
-10,695
Closed -$102K – 77
2017
Q4 		$102K Buy
+10,695
New +$99.3K 0.13% 73

Other funds holding ETJ

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
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SCM
Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

XML Securities's ETJ Position: Q1 2018 in Review

XML Securities sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q1 2018, closing a stake of 10,695 shares — an estimated $102K sold.

XML Securities first reported a position in ETJ in Q4 2017 and held it in 1 quarter. The position peaked at $102K in Q4 2017. 79 funds tracked by Wall St. Rank hold ETJ as of Q1 2018.

  • XML Securities reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q1 2018 after selling out during the quarter.
  • XML Securities sold 10,695 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q1 2018, an estimated $102K.
  • XML Securities first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2017 and held it in 1 quarter.
  • XML Securities's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $102K in Q4 2017.
  • 79 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q1 2018.

Based on XML Securities's 13F filing for Q1 2018, filed 17 May 2018.