EATON VANCE RISK MNGD DIV EQ's ticker is ETJ and the CUSIP is 27829G106. A total of 70 filers reported holding EATON VANCE RISK MNGD DIV EQ in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,305,961 | -10.5% | 430,464 | -4.1% | 0.00% | 0.0% |
Q2 2023 | $3,695,585 | +4.3% | 448,841 | +0.7% | 0.00% | 0.0% |
Q1 2023 | $3,543,919 | +13.4% | 445,776 | +7.0% | 0.00% | 0.0% |
Q4 2022 | $3,125,000 | -16.6% | 416,644 | -8.0% | 0.00% | 0.0% |
Q3 2022 | $3,746,000 | -1.6% | 452,865 | -0.3% | 0.00% | 0.0% |
Q2 2022 | $3,808,000 | -6.4% | 454,030 | +10.4% | 0.00% | 0.0% |
Q1 2022 | $4,067,000 | -5.4% | 411,407 | +2.5% | 0.00% | 0.0% |
Q4 2021 | $4,299,000 | +9.6% | 401,197 | +9.3% | 0.00% | 0.0% |
Q3 2021 | $3,923,000 | -29.8% | 366,959 | -24.3% | 0.00% | -50.0% |
Q2 2021 | $5,586,000 | +5.7% | 484,882 | -1.1% | 0.00% | 0.0% |
Q1 2021 | $5,287,000 | +359.7% | 490,104 | +342.5% | 0.00% | – |
Q4 2020 | $1,150,000 | +13.7% | 110,762 | +4.9% | 0.00% | – |
Q3 2020 | $1,011,000 | +2.6% | 105,604 | +2.5% | 0.00% | – |
Q2 2020 | $985,000 | -7.3% | 103,020 | -19.3% | 0.00% | -100.0% |
Q1 2020 | $1,062,000 | -12.4% | 127,677 | -1.7% | 0.00% | 0.0% |
Q4 2019 | $1,213,000 | +5.8% | 129,917 | +4.7% | 0.00% | 0.0% |
Q3 2019 | $1,147,000 | +11.3% | 124,108 | +13.1% | 0.00% | – |
Q2 2019 | $1,031,000 | -3.5% | 109,705 | -5.6% | 0.00% | – |
Q1 2019 | $1,068,000 | +15.7% | 116,209 | +2.2% | 0.00% | – |
Q4 2018 | $923,000 | -13.3% | 113,682 | +6.1% | 0.00% | – |
Q3 2018 | $1,065,000 | +14.9% | 107,130 | +9.0% | 0.00% | – |
Q2 2018 | $927,000 | +15.9% | 98,299 | +10.5% | 0.00% | – |
Q1 2018 | $800,000 | -43.5% | 88,998 | -39.4% | 0.00% | -100.0% |
Q4 2017 | $1,415,000 | +26.3% | 146,891 | +23.6% | 0.00% | 0.0% |
Q3 2017 | $1,120,000 | +80.9% | 118,804 | +79.9% | 0.00% | – |
Q2 2017 | $619,000 | +115.7% | 66,037 | +108.6% | 0.00% | – |
Q1 2017 | $287,000 | -16.1% | 31,663 | -17.0% | 0.00% | – |
Q4 2016 | $342,000 | -72.8% | 38,155 | -71.4% | 0.00% | -100.0% |
Q3 2016 | $1,258,000 | -1.6% | 133,393 | +1.9% | 0.00% | 0.0% |
Q2 2016 | $1,279,000 | +47.0% | 130,929 | +42.7% | 0.00% | 0.0% |
Q1 2016 | $870,000 | +275.0% | 91,768 | +301.6% | 0.00% | – |
Q4 2015 | $232,000 | +3.1% | 22,849 | -2.4% | 0.00% | – |
Q3 2015 | $225,000 | -4.3% | 23,421 | +7.6% | 0.00% | – |
Q2 2015 | $235,000 | -2.9% | 21,766 | -2.6% | 0.00% | – |
Q1 2015 | $242,000 | -16.6% | 22,341 | -17.8% | 0.00% | – |
Q4 2014 | $290,000 | -7.1% | 27,164 | +1.9% | 0.00% | – |
Q3 2014 | $312,000 | -0.3% | 26,657 | -1.6% | 0.00% | – |
Q2 2014 | $313,000 | +15.9% | 27,096 | +13.5% | 0.00% | – |
Q1 2014 | $270,000 | -5.6% | 23,877 | -6.0% | 0.00% | – |
Q4 2013 | $286,000 | +10.9% | 25,410 | +6.5% | 0.00% | – |
Q3 2013 | $258,000 | -1.1% | 23,855 | -0.2% | 0.00% | – |
Q2 2013 | $261,000 | – | 23,910 | – | 0.00% | – |
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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% |