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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,041,205 | -10.7% | 135,574 | -4.5% | 0.03% | -9.7% |
| Q2 2023 | $1,166,604 | +6.3% | 141,923 | +2.8% | 0.03% | +3.3% |
| Q1 2023 | $1,097,698 | -26.7% | 138,075 | -30.9% | 0.03% | -34.8% |
| Q4 2022 | $1,498,547 | -8.8% | 199,806 | +0.6% | 0.05% | -20.7% |
| Q3 2022 | $1,643,000 | +16.5% | 198,628 | +18.0% | 0.06% | +20.8% |
| Q2 2022 | $1,410,000 | -8.3% | 168,286 | +8.2% | 0.05% | +6.7% |
| Q1 2022 | $1,537,000 | +12.5% | 155,526 | +21.7% | 0.04% | +15.4% |
| Q4 2021 | $1,366,000 | +3.1% | 127,793 | +3.1% | 0.04% | -7.1% |
| Q3 2021 | $1,325,000 | +20.2% | 123,912 | +29.6% | 0.04% | +20.0% |
| Q2 2021 | $1,102,000 | +32.6% | 95,627 | +24.1% | 0.04% | +12.9% |
| Q1 2021 | $831,000 | +19.9% | 77,045 | +15.3% | 0.03% | +10.7% |
| Q4 2020 | $693,000 | +21.4% | 66,847 | +12.0% | 0.03% | +3.7% |
| Q3 2020 | $571,000 | +32.8% | 59,663 | +32.6% | 0.03% | +12.5% |
| Q2 2020 | $430,000 | +24.3% | 45,002 | +8.1% | 0.02% | +4.3% |
| Q1 2020 | $346,000 | +16.5% | 41,615 | +30.9% | 0.02% | +43.8% |
| Q4 2019 | $297,000 | +22.7% | 31,784 | +23.5% | 0.02% | +6.7% |
| Q3 2019 | $242,000 | 0.0% | 25,744 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $242,000 | -26.0% | 25,744 | -27.7% | 0.02% | -34.8% |
| Q1 2019 | $327,000 | +15.5% | 35,588 | +2.0% | 0.02% | -8.0% |
| Q4 2018 | $283,000 | +54.6% | 34,898 | +89.5% | 0.02% | +92.3% |
| Q3 2018 | $183,000 | +53.8% | 18,412 | +51.1% | 0.01% | +44.4% |
| Q2 2018 | $119,000 | 0.0% | 12,184 | -7.7% | 0.01% | -10.0% |
| Q1 2018 | $119,000 | +12.3% | 13,195 | +20.0% | 0.01% | +11.1% |
| Q4 2017 | $106,000 | +1.9% | 11,000 | 0.0% | 0.01% | -25.0% |
| Q3 2017 | $104,000 | – | 11,000 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pointe Capital Management LLC | 67,798 | $568,000 | 0.42% |
| PRIMORIS WEALTH ADVISORS, LLC | 19,900 | $166,000 | 0.24% |
| ELCO Management Co., LLC | 34,275 | $287,000 | 0.24% |
| Diversified, LLC | 65,144 | $546,000 | 0.23% |
| Successful Portfolios LLC | 31,886 | $267,000 | 0.18% |
| IHT Wealth Management, LLC | 220,291 | $1,846,000 | 0.16% |
| WEALTH EFFECTS LLC | 19,042 | $160,000 | 0.10% |
| Syverson Strege & Co | 25,904 | $217,000 | 0.08% |
| Congress Park Capital LLC | 15,000 | $126,000 | 0.08% |
| Formidable Asset Management, LLC | 39,558 | $331,000 | 0.08% |