Archford Capital Strategies’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Archford Capital Strategies’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 Q3	–	Sell	-5,825	Closed	-$55K	–	315
2019 Q2	$55K	Hold	5,825	–	–	0.02%	275
2019 Q1	$54K	Hold	5,825	–	–	0.02%	272
2018 Q4	$47K	Hold	5,825	–	–	0.02%	266
2018 Q3	$58K	Hold	5,825	–	–	0.02%	285
2018 Q2	$55K	Buy	5,825 +1,825	+46%	+$17K	0.02%	295
2018 Q1	$39K	Buy	+4,000	New	+$37.4K	0.02%	222
2017 Q2	–	Sell	-4,000	Closed	-$36K	–	326
2017 Q1	$36K	Buy	+4,000	New	+$37.3K	0.01%	310

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

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

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

IWM

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

Archford Capital Strategies's ETJ Position: Q3 2019 in Review

Archford Capital Strategies sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q3 2019, closing a stake of 5,825 shares — an estimated $55K sold.

Archford Capital Strategies first reported a position in ETJ in Q1 2017 and held it in 7 quarters. The position peaked at $58K in Q3 2018. 73 funds tracked by Wall St. Rank hold ETJ as of Q3 2019.

Archford Capital Strategies reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q3 2019 after selling out during the quarter.
Archford Capital Strategies sold 5,825 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q3 2019, an estimated $55K.
Archford Capital Strategies first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q1 2017 and held it in 7 quarters.
Archford Capital Strategies's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $58K in Q3 2018.
73 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q3 2019.

Based on Archford Capital Strategies's 13F filing for Q3 2019, filed 23 Oct 2019.