AIA
ETJ

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

Armor Investment 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
2023
Q4 		– Sell
-11,450
Closed -$87.9K – 163
2023
Q3 		$87.9K Hold
11,450
– – 0.05% 114
2023
Q2 		$94.1K Hold
11,450
– – 0.06% 108
2023
Q1 		$91K Buy
+11,450
New +$88.9K 0.05% 124

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
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Armor Investment Advisors's ETJ Position: Q4 2023 in Review

Armor Investment Advisors sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q4 2023, closing a stake of 11,450 shares — an estimated $87.9K sold.

Armor Investment Advisors first reported a position in ETJ in Q1 2023 and held it in 3 quarters. The position peaked at $94.1K in Q2 2023. 87 funds tracked by Wall St. Rank hold ETJ as of Q4 2023.

  • Armor Investment Advisors reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q4 2023 after selling out during the quarter.
  • Armor Investment Advisors sold 11,450 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q4 2023, an estimated $87.9K.
  • Armor Investment Advisors first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q1 2023 and held it in 3 quarters.
  • Armor Investment Advisors's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $94.1K in Q2 2023.
  • 87 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q4 2023.

Based on Armor Investment Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.