BWM
ETJ

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

Baystate 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
2023
Q4 		$3.95K Buy
+503
New +$3.9K ﹤0.01% 941

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

Baystate Wealth Management's ETJ Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q4 2023: 503 shares worth $3.95K. The stake represents ﹤0.01% of the portfolio and ranks #941 among its holdings.

87 funds tracked by Wall St. Rank hold ETJ as of Q4 2023.

  • Baystate Wealth Management held 503 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $3.95K as of Q4 2023.
  • Eaton Vance Risk-Managed Diversified Equity Income Fund was a new Baystate Wealth Management position in Q4 2023.
  • Eaton Vance Risk-Managed Diversified Equity Income Fund made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #941 holding.
  • 87 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.