APA
ETJ

American Portfolios Advisors’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

American Portfolios Advisors’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
2022
Q3 		$29.8K Sell
3,605
-1,687
-32% -$15.5K ﹤0.01% 1991
2022
Q2 		$44.3K Buy
5,292
+2,055
+63% +$18.7K ﹤0.01% 1828
2022
Q1 		$32K Buy
3,237
+1,687
+109% +$17K ﹤0.01% 2110
2021
Q4 		$16.6K Hold
1,550
– – ﹤0.01% 2399
2021
Q3 		$16.6K Sell
1,550
-500
-24% -$5.62K ﹤0.01% 2360
2021
Q2 		$23.6K Hold
2,050
– – ﹤0.01% 2144
2021
Q1 		$22.1K Buy
2,050
+300
+17% +$3.18K ﹤0.01% 2015
2020
Q4 		$18.1K Hold
1,750
– – ﹤0.01% 1861
2020
Q3 		$16.7K Hold
1,750
– – ﹤0.01% 1774
2020
Q2 		$16.7K Hold
1,750
– – ﹤0.01% 1715
2020
Q1 		$14.6K Sell
1,750
-1,000
-36% -$9.02K ﹤0.01% 1659
2019
Q4 		$25.7K Hold
2,750
– – ﹤0.01% 1623
2019
Q3 		$25.4K Hold
2,750
– – ﹤0.01% 1565
2019
Q2 		$25.9K Hold
2,750
– – ﹤0.01% 1568
2019
Q1 		$25.3K Hold
2,750
– – ﹤0.01% 1491
2018
Q4 		$22.3K Sell
2,750
-400
-13% -$3.66K ﹤0.01% 1332
2018
Q3 		$31.3K Hold
3,150
– – ﹤0.01% 1308
2018
Q2 		$29.7K Hold
3,150
– – ﹤0.01% 1289
2018
Q1 		$28.3K Sell
3,150
-130
-4% -$1.22K ﹤0.01% 1254
2017
Q4 		$31.6K Buy
+3,280
New +$30.5K 0.01% 1165

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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

American Portfolios Advisors's ETJ Position: Q3 2022 in Review

American Portfolios Advisors reduced its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) stake by 32% in Q3 2022, selling an estimated $15.5K and leaving 3,605 shares worth $29.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1991.

American Portfolios Advisors first reported a position in ETJ in Q4 2017 and has held it in 20 quarters since. The position peaked at $44.3K in Q2 2022. 79 funds tracked by Wall St. Rank hold ETJ as of Q3 2022.

  • American Portfolios Advisors held 3,605 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $29.8K as of Q3 2022.
  • American Portfolios Advisors sold 1,687 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q3 2022, an estimated $15.5K.
  • Eaton Vance Risk-Managed Diversified Equity Income Fund made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1991 holding.
  • American Portfolios Advisors first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $44.3K in Q2 2022.
  • 79 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.