BC
ETJ

Belmont Capital’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Belmont Capital’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
Q3 		– Sell
-91
Closed -$1K – 76
2021
Q2 		$1K Buy
+91
New +$1.01K ﹤0.01% 60

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Belmont Capital's ETJ Position: Q3 2021 in Review

Belmont Capital sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q3 2021, closing a stake of 91 shares — an estimated $1K sold.

Belmont Capital first reported a position in ETJ in Q2 2021 and held it in 1 quarter. The position peaked at $1K in Q2 2021. 79 funds tracked by Wall St. Rank hold ETJ as of Q3 2021.

  • Belmont Capital reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q3 2021 after selling out during the quarter.
  • Belmont Capital sold 91 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q3 2021, an estimated $1K.
  • Belmont Capital first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q2 2021 and held it in 1 quarter.
  • Belmont Capital's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $1K in Q2 2021.
  • 79 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q3 2021.

Based on Belmont Capital's 13F filing for Q3 2021, filed 28 Oct 2021.