EATON VANCE RISK MNGD DIV EQ's ticker is ETJ and the CUSIP is 27829G106. A total of 90 filers reported holding EATON VANCE RISK MNGD DIV EQ in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2014 | $3,796,000 | -90.0% | 328,976 | -90.2% | 0.80% | -90.7% |
| Q1 2014 | $37,893,000 | -22.5% | 3,353,359 | -22.7% | 8.63% | -21.1% |
| Q4 2013 | $48,894,000 | -15.5% | 4,338,458 | -6.0% | 10.95% | -16.0% |
| Q3 2013 | $57,879,000 | +6.6% | 4,616,182 | -7.4% | 13.03% | +9.8% |
| Q2 2013 | $54,314,000 | -21.1% | 4,982,926 | -20.5% | 11.87% | -28.9% |
| Q1 2013 | $68,861,000 | +23.5% | 6,265,796 | +17.2% | 16.69% | +86.0% |
| Q4 2012 | $55,780,000 | -14.9% | 5,348,080 | -14.1% | 8.97% | -48.2% |
| Q3 2012 | $65,582,000 | +92.0% | 6,228,107 | +88.1% | 17.33% | +68.0% |
| Q2 2012 | $34,157,000 | +7.7% | 3,310,795 | +10.5% | 10.31% | +9.0% |
| Q1 2012 | $31,717,000 | +69.0% | 2,994,987 | +66.8% | 9.46% | +60.2% |
| Q4 2011 | $18,763,000 | +18.0% | 1,795,505 | +23.6% | 5.90% | +17.3% |
| Q3 2011 | $15,903,000 | – | 1,452,322 | – | 5.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Alternatives, Inc | 355,981 | $2,733,931 | 2.53% |
| Shaker Financial Services, LLC | 186,572 | $1,432,873 | 0.67% |
| Semus Wealth Partners LLC | 63,310 | $486,221 | 0.45% |
| Pointe Capital Management LLC | 67,410 | $517,708 | 0.38% |
| ELCO Management Co., LLC | 38,449 | $295,288 | 0.21% |
| PRIMORIS WEALTH ADVISORS, LLC | 22,102 | $169,744 | 0.20% |
| Successful Portfolios LLC | 27,572 | $211,753 | 0.19% |
| Garden State Investment Advisory Services LLC | 50,181 | $385,394 | 0.18% |
| Global Assets Advisory, LLC | 20,000 | $153,600 | 0.14% |
| Cornerstone Advisors, LLC | 357,079 | $2,742,367 | 0.13% |