ANTB
ETJ

AMG National Trust Bank’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

AMG National Trust Bank’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
Q3 		– Sell
-22,327
Closed -$257K – 456
2021
Q2 		$257K Buy
+22,327
New +$248K 0.01% 416

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AMG National Trust Bank's ETJ Position: Q3 2021 in Review

AMG National Trust Bank sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q3 2021, closing a stake of 22,327 shares — an estimated $257K sold.

AMG National Trust Bank first reported a position in ETJ in Q2 2021 and held it in 1 quarter. The position peaked at $257K in Q2 2021. 79 funds tracked by Wall St. Rank hold ETJ as of Q3 2021.

  • AMG National Trust Bank reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q3 2021 after selling out during the quarter.
  • AMG National Trust Bank sold 22,327 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q3 2021, an estimated $257K.
  • AMG National Trust Bank first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q2 2021 and held it in 1 quarter.
  • AMG National Trust Bank's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $257K in Q2 2021.
  • 79 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q3 2021.

Based on AMG National Trust Bank's 13F filing for Q3 2021, filed 28 Oct 2021.