Advisornet Financial’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Advisornet Financial’s Portfolio ETJ Stock Details ETJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-4,416	Closed	-$41K	–	1888
2019 Q3	$41K	Buy	4,416 +1,900	+76%	+$17.8K	﹤0.01%	970
2019 Q2	$24K	Hold	2,516	–	–	﹤0.01%	1009
2019 Q1	$23K	Sell	2,516 -1,124	-31%	-$9.86K	﹤0.01%	957
2018 Q4	$30K	Hold	3,640	–	–	﹤0.01%	813
2018 Q3	$36K	Hold	3,640	–	–	﹤0.01%	812
2018 Q2	$34K	Buy	3,640 +1,124	+45%	+$10.5K	﹤0.01%	816
2018 Q1	$23K	Buy	+2,516	New	+$23.5K	﹤0.01%	894

Other funds holding ETJ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Advisornet Financial's ETJ Position: Q4 2019 in Review

Advisornet Financial sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q4 2019, closing a stake of 4,416 shares — an estimated $41K sold.

Advisornet Financial first reported a position in ETJ in Q1 2018 and held it in 7 quarters. The position peaked at $41K in Q3 2019. 71 funds tracked by Wall St. Rank hold ETJ as of Q4 2019.

Advisornet Financial reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q4 2019 after selling out during the quarter.
Advisornet Financial sold 4,416 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q4 2019, an estimated $41K.
Advisornet Financial first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q1 2018 and held it in 7 quarters.
Advisornet Financial's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $41K in Q3 2019.
71 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q4 2019.

Based on Advisornet Financial's 13F filing for Q4 2019, filed 12 Feb 2020.