AWG
ETJ

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

Altus Wealth Group’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
2021
Q1 		– Sell
-350
Closed -$4K – 367
2020
Q4 		$4K Buy
+350
New +$3.51K ﹤0.01% 680

Other funds holding ETJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Altus Wealth Group's ETJ Position: Q1 2021 in Review

Altus Wealth Group sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q1 2021, closing a stake of 350 shares — an estimated $4K sold.

Altus Wealth Group first reported a position in ETJ in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 86 funds tracked by Wall St. Rank hold ETJ as of Q1 2021.

  • Altus Wealth Group reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q1 2021 after selling out during the quarter.
  • Altus Wealth Group sold 350 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q1 2021, an estimated $4K.
  • Altus Wealth Group first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2020 and held it in 1 quarter.
  • Altus Wealth Group's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $4K in Q4 2020.
  • 86 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.