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

Bartlett & Co’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	-$1K	–	1284
2022 Q1	$1K	Buy	+150	New	+$1.51K	﹤0.01%	1017
2021 Q4	–	Sell	-150	Closed	-$2K	–	542
2021 Q3	$2K	Hold	150	–	–	﹤0.01%	864
2021 Q2	$2K	Hold	150	–	–	﹤0.01%	842
2021 Q1	$2K	Hold	150	–	–	﹤0.01%	874
2020 Q4	$2K	Hold	150	–	–	﹤0.01%	909
2020 Q3	$1K	Hold	150	–	–	﹤0.01%	803
2020 Q2	$1K	Hold	150	–	–	﹤0.01%	808
2020 Q1	$1K	Buy	+150	New	+$1.35K	﹤0.01%	801
2019 Q3	$1K	Hold	150	–	–	﹤0.01%	838
2019 Q2	$1K	Hold	150	–	–	﹤0.01%	703
2019 Q1	$1K	Hold	150	–	–	﹤0.01%	676
2018 Q4	$1K	Hold	150	–	–	﹤0.01%	660
2018 Q3	$1K	Hold	150	–	–	﹤0.01%	674
2018 Q2	$1K	Hold	150	–	–	﹤0.01%	675
2018 Q1	$1K	Hold	150	–	–	﹤0.01%	708
2017 Q4	$1K	Hold	150	–	–	﹤0.01%	677
2017 Q3	$1K	Hold	150	–	–	﹤0.01%	663
2017 Q2	$1K	Hold	150	–	–	﹤0.01%	663
2017 Q1	$1K	Hold	150	–	–	﹤0.01%	681
2016 Q4	$1K	Hold	150	–	–	﹤0.01%	682
2016 Q3	$1K	Hold	150	–	–	﹤0.01%	679
2016 Q2	$1K	Hold	150	–	–	﹤0.01%	707
2016 Q1	$1K	Hold	150	–	–	﹤0.01%	690
2015 Q4	$2K	Hold	150	–	–	﹤0.01%	707
2015 Q3	$1K	Hold	150	–	–	﹤0.01%	726
2015 Q2	$2K	Hold	150	–	–	﹤0.01%	704
2015 Q1	$2K	Hold	150	–	–	﹤0.01%	688
2014 Q4	$2K	Hold	150	–	–	﹤0.01%	775
2014 Q3	$2K	Hold	150	–	–	﹤0.01%	671
2014 Q2	$2K	Hold	150	–	–	﹤0.01%	691
2014 Q1	$2K	Hold	150	–	–	﹤0.01%	672
2013 Q4	$2K	Hold	150	–	–	﹤0.01%	656
2013 Q3	$2K	Hold	150	–	–	﹤0.01%	730
2013 Q2	$2K	Buy	+150	New	+$1.67K	﹤0.01%	696

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's ETJ Position: Q2 2022 in Review

Bartlett & Co sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q2 2022, closing a stake of 150 shares — an estimated $1K sold.

Bartlett & Co first reported a position in ETJ in Q2 2013 and held it in 34 quarters. The position peaked at $2K in Q3 2021. 87 funds tracked by Wall St. Rank hold ETJ as of Q2 2022.

Bartlett & Co reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q2 2022 after selling out during the quarter.
Bartlett & Co sold 150 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q2 2022, an estimated $1K.
Bartlett & Co first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q2 2013 and held it in 34 quarters.
Bartlett & Co's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $2K in Q3 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's 13F filing for Q2 2022, filed 2 Aug 2022.