EATON VANCE RISK MNGD DIV EQ's ticker is ETJ and the CUSIP is 27829G106. A total of 78 filers reported holding EATON VANCE RISK MNGD DIV EQ in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $131,660 | -5.6% | 17,143 | +1.0% | 0.01% | -8.3% |
| Q2 2023 | $139,470 | -20.3% | 16,967 | -23.0% | 0.01% | -25.0% |
| Q1 2023 | $175,089 | -12.7% | 22,024 | -17.6% | 0.02% | -23.8% |
| Q4 2022 | $200,456 | -8.5% | 26,727 | +0.8% | 0.02% | -16.0% |
| Q3 2022 | $219,000 | +5.8% | 26,519 | +7.1% | 0.02% | +8.7% |
| Q2 2022 | $207,000 | -14.5% | 24,755 | +1.0% | 0.02% | 0.0% |
| Q1 2022 | $242,000 | -11.7% | 24,504 | -4.4% | 0.02% | -11.5% |
| Q4 2021 | $274,000 | +15.6% | 25,642 | +24.6% | 0.03% | +4.0% |
| Q3 2021 | $237,000 | 0.0% | 20,586 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $237,000 | +66.9% | 20,586 | +56.6% | 0.02% | +56.2% |
| Q1 2021 | $142,000 | +4.4% | 13,149 | +0.4% | 0.02% | -5.9% |
| Q4 2020 | $136,000 | -26.9% | 13,103 | -32.9% | 0.02% | -32.0% |
| Q3 2020 | $186,000 | -11.0% | 19,525 | -10.7% | 0.02% | -19.4% |
| Q2 2020 | $209,000 | -2.8% | 21,874 | -15.4% | 0.03% | -27.9% |
| Q1 2020 | $215,000 | -65.7% | 25,846 | -61.5% | 0.04% | -60.9% |
| Q4 2019 | $627,000 | +1.3% | 67,170 | +0.2% | 0.11% | -9.1% |
| Q3 2019 | $619,000 | -2.5% | 67,006 | -1.0% | 0.12% | -8.3% |
| Q2 2019 | $635,000 | -1.7% | 67,657 | -3.8% | 0.13% | -0.8% |
| Q1 2019 | $646,000 | +13.1% | 70,357 | -0.0% | 0.13% | -4.3% |
| Q4 2018 | $571,000 | -16.0% | 70,376 | +3.4% | 0.14% | +10.3% |
| Q3 2018 | $680,000 | +5.9% | 68,040 | -0.1% | 0.13% | -1.6% |
| Q2 2018 | $642,000 | +5.9% | 68,081 | +0.0% | 0.13% | -28.9% |
| Q1 2018 | $606,000 | -8.7% | 68,057 | +0.0% | 0.18% | -5.8% |
| Q4 2017 | $664,000 | +8.1% | 68,034 | +3.8% | 0.19% | -4.0% |
| Q3 2017 | $614,000 | -6.0% | 65,558 | -5.0% | 0.20% | -12.3% |
| Q2 2017 | $653,000 | +21.2% | 68,993 | +17.3% | 0.23% | +10.2% |
| Q1 2017 | $539,000 | -6.1% | 58,831 | -5.6% | 0.21% | -16.9% |
| Q4 2016 | $574,000 | – | 62,340 | – | 0.25% | – |
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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% |