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 | $211,753 | -6.6% | 27,572 | -0.1% | 0.19% | -3.6% |
| Q2 2023 | $226,798 | +3.3% | 27,591 | -0.1% | 0.20% | +41.3% |
| Q1 2023 | $219,539 | +6.1% | 27,615 | -0.1% | 0.14% | +2.2% |
| Q4 2022 | $207,000 | -21.3% | 27,629 | -13.1% | 0.14% | -29.3% |
| Q3 2022 | $263,000 | -1.5% | 31,776 | -0.3% | 0.19% | +6.1% |
| Q2 2022 | $267,000 | +23.6% | 31,886 | +45.6% | 0.18% | +46.3% |
| Q1 2022 | $216,000 | -7.7% | 21,898 | -0.1% | 0.12% | -3.1% |
| Q4 2021 | $234,000 | 0.0% | 21,928 | 0.0% | 0.13% | -9.3% |
| Q3 2021 | $234,000 | -7.5% | 21,928 | 0.0% | 0.14% | -8.5% |
| Q2 2021 | $253,000 | +7.2% | 21,928 | 0.0% | 0.15% | -1.9% |
| Q1 2021 | $236,000 | +3.5% | 21,928 | -0.2% | 0.16% | -4.9% |
| Q4 2020 | $228,000 | +8.6% | 21,968 | 0.0% | 0.16% | -2.4% |
| Q3 2020 | $210,000 | 0.0% | 21,968 | 0.0% | 0.17% | -9.2% |
| Q2 2020 | $210,000 | +12.3% | 21,968 | -2.4% | 0.18% | -2.1% |
| Q1 2020 | $187,000 | +5.6% | 22,518 | +19.0% | 0.19% | +19.6% |
| Q4 2019 | $177,000 | -37.9% | 18,919 | -38.8% | 0.16% | -41.0% |
| Q3 2019 | $285,000 | -2.1% | 30,895 | -0.3% | 0.27% | -14.1% |
| Q2 2019 | $291,000 | +2.1% | 30,995 | 0.0% | 0.31% | 0.0% |
| Q1 2019 | $285,000 | +12.2% | 30,995 | -1.0% | 0.31% | -4.0% |
| Q4 2018 | $254,000 | -18.3% | 31,295 | 0.0% | 0.32% | -4.1% |
| Q3 2018 | $311,000 | -8.3% | 31,295 | -13.0% | 0.34% | -14.4% |
| Q2 2018 | $339,000 | -8.1% | 35,965 | -12.5% | 0.40% | -11.6% |
| Q1 2018 | $369,000 | -6.8% | 41,095 | 0.0% | 0.45% | -8.9% |
| Q4 2017 | $396,000 | – | 41,095 | – | 0.49% | – |
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% |