Bartlett & Co Wealth Management’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Bartlett & Co Wealth Management’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 Q2	–	Sell	-150	Closed	-$1.48K	–	1310
2022 Q1	$1.48K	Buy	+150	New	+$1.51K	﹤0.01%	1011
2021 Q4	–	Sell	-150	Closed	-$1.6K	–	542
2021 Q3	$1.6K	Hold	150	–	–	﹤0.01%	889
2021 Q2	$1.73K	Hold	150	–	–	﹤0.01%	874
2021 Q1	$1.62K	Hold	150	–	–	﹤0.01%	908
2020 Q4	$1.55K	Hold	150	–	–	﹤0.01%	965
2020 Q3	$1.44K	Hold	150	–	–	﹤0.01%	796
2020 Q2	$1.43K	Hold	150	–	–	﹤0.01%	800
2020 Q1	$1.25K	Hold	150	–	–	﹤0.01%	797
2019 Q4	$1.4K	Hold	150	–	–	﹤0.01%	821
2019 Q3	$1.39K	Hold	150	–	–	﹤0.01%	837
2019 Q2	$1.41K	Hold	150	–	–	﹤0.01%	692
2019 Q1	$1.38K	Hold	150	–	–	﹤0.01%	665
2018 Q4	$1.22K	Hold	150	–	–	﹤0.01%	657
2018 Q3	$1.49K	Hold	150	–	–	﹤0.01%	669
2018 Q2	$1.42K	Hold	150	–	–	﹤0.01%	673
2018 Q1	$1.35K	Buy	+150	New	+$1.4K	﹤0.01%	707

Other funds holding ETJ

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

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

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

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

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

Bartlett & Co Wealth Management's ETJ Position: Q2 2022 in Review

Bartlett & Co Wealth Management sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q2 2022, closing a stake of 150 shares — an estimated $1.48K sold.

Bartlett & Co Wealth Management first reported a position in ETJ in Q1 2018 and held it in 16 quarters. The position peaked at $1.73K in Q2 2021. 87 funds tracked by Wall St. Rank hold ETJ as of Q2 2022.

Bartlett & Co Wealth Management reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q2 2022 after selling out during the quarter.
Bartlett & Co Wealth Management sold 150 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q2 2022, an estimated $1.48K.
Bartlett & Co Wealth Management first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q1 2018 and held it in 16 quarters.
Bartlett & Co Wealth Management's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $1.73K in Q2 2021.
87 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q2 2022.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2022, filed 14 Feb 2024.