EATON VANCE RISK MNGD DIV EQ's ticker is ETJ and the CUSIP is 27829G106. A total of 87 filers reported holding EATON VANCE RISK MNGD DIV EQ in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $208,447 | +15.6% | 27,141 | +23.8% | 0.00% | 0.0% |
| Q2 2023 | $180,240 | -9.4% | 21,927 | -12.4% | 0.00% | 0.0% |
| Q1 2023 | $198,965 | +3.6% | 25,027 | -2.2% | 0.00% | -50.0% |
| Q4 2022 | $191,993 | -7.2% | 25,599 | +2.3% | 0.00% | -33.3% |
| Q3 2022 | $207,000 | +5.1% | 25,027 | +6.6% | 0.00% | 0.0% |
| Q2 2022 | $197,000 | -11.3% | 23,472 | +4.4% | 0.00% | 0.0% |
| Q1 2022 | $222,000 | +83.5% | 22,472 | +98.4% | 0.00% | +200.0% |
| Q4 2021 | $121,000 | -59.3% | 11,324 | -63.6% | 0.00% | -87.5% |
| Q2 2020 | $297,000 | -23.7% | 31,100 | -33.4% | 0.01% | -38.5% |
| Q1 2020 | $389,000 | -30.3% | 46,700 | -22.3% | 0.01% | -13.3% |
| Q4 2019 | $558,000 | +17.5% | 60,130 | +16.5% | 0.02% | +7.1% |
| Q3 2019 | $475,000 | +11.5% | 51,630 | +13.4% | 0.01% | +7.7% |
| Q2 2019 | $426,000 | -53.3% | 45,530 | -54.2% | 0.01% | -56.7% |
| Q1 2019 | $912,000 | +8.8% | 99,510 | -4.2% | 0.03% | -6.2% |
| Q4 2018 | $838,000 | +17.5% | 103,910 | +45.7% | 0.03% | +28.0% |
| Q3 2018 | $713,000 | -14.3% | 71,310 | -19.0% | 0.02% | -40.5% |
| Q2 2018 | $832,000 | -15.2% | 88,050 | -13.2% | 0.04% | +2.4% |
| Q4 2017 | $981,000 | +43.4% | 101,466 | +39.9% | 0.04% | +32.3% |
| Q3 2017 | $684,000 | +69.3% | 72,550 | +66.8% | 0.03% | +63.2% |
| Q2 2017 | $404,000 | +284.8% | 43,500 | +278.3% | 0.02% | +280.0% |
| Q1 2017 | $105,000 | +2.9% | 11,500 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $102,000 | -25.5% | 11,500 | -21.0% | 0.01% | 0.0% |
| Q3 2016 | $137,000 | +28.0% | 14,550 | +26.0% | 0.01% | -28.6% |
| Q1 2016 | $107,000 | -16.4% | 11,550 | -9.1% | 0.01% | -12.5% |
| Q4 2015 | $128,000 | +14.3% | 12,704 | +10.0% | 0.01% | 0.0% |
| Q3 2015 | $112,000 | -5.9% | 11,550 | +4.5% | 0.01% | 0.0% |
| Q2 2015 | $119,000 | 0.0% | 11,050 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $119,000 | 0.0% | 11,050 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $119,000 | -8.5% | 11,050 | 0.0% | 0.01% | -11.1% |
| Q3 2014 | $130,000 | -65.0% | 11,050 | -65.5% | 0.01% | -62.5% |
| Q2 2014 | $371,000 | +2.8% | 32,050 | 0.0% | 0.02% | -7.7% |
| Q1 2014 | $361,000 | -55.5% | 32,050 | -55.5% | 0.03% | -58.1% |
| Q4 2013 | $812,000 | +7.5% | 72,050 | +2.9% | 0.06% | -4.6% |
| Q3 2013 | $755,000 | -3.9% | 70,050 | -2.8% | 0.06% | -16.7% |
| Q2 2013 | $786,000 | -12.9% | 72,050 | -12.2% | 0.08% | -14.3% |
| Q1 2013 | $902,000 | – | 82,050 | – | 0.09% | – |
Download | ||||||
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% |