EATON VANCE RISK MNGD DIV EQ's ticker is ETJ and the CUSIP is 27829G106. A total of 75 filers reported holding EATON VANCE RISK MNGD DIV EQ in Q3 2015. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $291,525 | +28.6% | 37,959 | +37.6% | 0.04% | +30.0% |
Q2 2023 | $226,691 | -60.9% | 27,578 | -62.2% | 0.03% | -62.0% |
Q1 2023 | $579,945 | +14.3% | 72,949 | +7.8% | 0.08% | +5.3% |
Q4 2022 | $507,563 | -2.8% | 67,675 | +7.9% | 0.08% | +33.9% |
Q1 2020 | $522,000 | +68.9% | 62,707 | +64.6% | 0.06% | +124.0% |
Q4 2018 | $309,000 | +65.2% | 38,099 | +85.1% | 0.02% | +38.9% |
Q1 2017 | $187,000 | -64.8% | 20,579 | -65.3% | 0.02% | -75.0% |
Q4 2016 | $531,000 | +110.7% | 59,265 | +122.8% | 0.07% | +140.0% |
Q1 2016 | $252,000 | -50.2% | 26,596 | -46.6% | 0.03% | -52.4% |
Q4 2015 | $506,000 | +22.5% | 49,796 | +15.8% | 0.06% | +12.5% |
Q3 2015 | $413,000 | +141.5% | 42,994 | +172.5% | 0.06% | +93.1% |
Q2 2015 | $171,000 | 0.0% | 15,777 | +0.0% | 0.03% | -37.0% |
Q1 2015 | $171,000 | +24.8% | 15,771 | +29.6% | 0.05% | -63.5% |
Q4 2013 | $137,000 | – | 12,168 | – | 0.13% | – |
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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% |