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 | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $1,182,000 | +4.0% | 126,038 | +0.8% | 0.01% | +25.0% |
| Q1 2017 | $1,137,000 | -76.9% | 125,000 | -75.0% | 0.00% | -78.9% |
| Q2 2016 | $4,917,000 | -51.8% | 500,000 | -21.7% | 0.02% | -24.0% |
| Q1 2016 | $10,211,000 | +62.2% | 638,672 | +1.9% | 0.02% | -7.4% |
| Q4 2015 | $6,294,000 | -17.1% | 626,752 | -20.5% | 0.03% | -15.6% |
| Q3 2015 | $7,592,000 | -10.2% | 787,923 | +0.6% | 0.03% | +10.3% |
| Q2 2015 | $8,457,000 | +2.2% | 783,226 | +2.6% | 0.03% | -6.5% |
| Q1 2015 | $8,274,000 | +42.8% | 763,502 | +40.3% | 0.03% | +72.2% |
| Q4 2014 | $5,793,000 | +98.1% | 544,006 | +117.6% | 0.02% | +80.0% |
| Q3 2014 | $2,925,000 | +1.3% | 250,000 | 0.0% | 0.01% | +11.1% |
| Q2 2014 | $2,887,000 | -26.9% | 250,000 | -28.6% | 0.01% | -35.7% |
| Q1 2014 | $3,952,000 | -12.5% | 350,000 | -12.5% | 0.01% | -17.6% |
| Q4 2013 | $4,514,000 | – | 400,000 | – | 0.02% | – |
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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% |