AE Wealth Management’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

AE Wealth Management’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
2024 Q1	–	Sell	-12,335	Closed	-$97.9K	–	1400
2023 Q4	$97.9K	Sell	12,335 -1,000	-7%	-$7.75K	﹤0.01%	1944
2023 Q3	$102K	Hold	13,335	–	–	﹤0.01%	1835
2023 Q2	$110K	Sell	13,335 -666	-5%	-$5.29K	﹤0.01%	1798
2023 Q1	$111K	Hold	14,001	–	–	﹤0.01%	1783
2022 Q4	$105K	Sell	14,001 -5,000	-26%	-$40.8K	﹤0.01%	1713
2022 Q3	$157K	Buy	19,001 +2,600	+16%	+$23.9K	﹤0.01%	1632
2022 Q2	$137K	Buy	16,401 +4,100	+33%	+$37.3K	﹤0.01%	1626
2022 Q1	$122K	Hold	12,301	–	–	﹤0.01%	1604
2021 Q4	$131K	Buy	+12,301	New	+$136K	﹤0.01%	1626
2017 Q4	–	Sell	-72,553	Closed	-$684K	–	430
2017 Q3	$684K	Buy	72,553 +4,955	+7%	+$46.6K	0.06%	200
2017 Q2	$633K	Buy	+67,598	New	+$628K	0.08%	204

Other funds holding ETJ

GAA

Global Assets Advisory Orlando, Florida $349M AUM 24.2% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

RJFSA

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

AE Wealth Management's ETJ Position: Q1 2024 in Review

AE Wealth Management sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q1 2024, closing a stake of 12,335 shares — an estimated $97.9K sold.

AE Wealth Management first reported a position in ETJ in Q2 2017 and held it in 11 quarters. The position peaked at $684K in Q3 2017. 97 funds tracked by Wall St. Rank hold ETJ as of Q1 2024.

AE Wealth Management reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q1 2024 after selling out during the quarter.
AE Wealth Management sold 12,335 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q1 2024, an estimated $97.9K.
AE Wealth Management first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q2 2017 and held it in 11 quarters.
AE Wealth Management's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $684K in Q3 2017.
97 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.