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

Arkadios Wealth 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
2021 Q4	–	Sell	-1,925	Closed	-$20K	–	930
2021 Q3	$20K	Sell	1,925 -2,578	-57%	-$29K	﹤0.01%	1211
2021 Q2	$51K	Buy	4,503 +2,803	+165%	+$31.1K	0.01%	916
2021 Q1	$18K	Sell	1,700 -387	-19%	-$4.1K	﹤0.01%	1001
2020 Q4	$21K	Buy	+2,087	New	+$20.9K	﹤0.01%	737
2020 Q2	–	Sell	-410	Closed	-$3.41K	–	1006
2020 Q1	$3.41K	Buy	410 +7	+2%	+$63	﹤0.01%	849
2019 Q4	$3.92K	Buy	+403	New	+$3.75K	﹤0.01%	728

Other funds holding ETJ

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Arkadios Wealth Advisors's ETJ Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q4 2021, closing a stake of 1,925 shares — an estimated $20K sold.

Arkadios Wealth Advisors first reported a position in ETJ in Q4 2019 and held it in 6 quarters. The position peaked at $51K in Q2 2021. 88 funds tracked by Wall St. Rank hold ETJ as of Q4 2021.

Arkadios Wealth Advisors reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 1,925 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q4 2021, an estimated $20K.
Arkadios Wealth Advisors first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2019 and held it in 6 quarters.
Arkadios Wealth Advisors's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $51K in Q2 2021.
88 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.