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

Bluefin Capital 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 Q1	–	Sell	-87,177	Closed	-$654K	–	312
2022 Q4	$654K	Buy	87,177 +55,137	+172%	+$450K	0.1%	124
2022 Q3	$265K	Buy	32,040 +614	+2%	+$5.64K	0.02%	250
2022 Q2	$264K	Buy	31,426 +3,623	+13%	+$33K	0.03%	257
2022 Q1	$275K	Buy	+27,803	New	+$280K	0.03%	285

Other funds holding ETJ

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

Financial Alternatives La Jolla, California $185M AUM 16.33% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Bluefin Capital Management's ETJ Position: Q1 2023 in Review

Bluefin Capital Management sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q1 2023, closing a stake of 87,177 shares — an estimated $654K sold.

Bluefin Capital Management first reported a position in ETJ in Q1 2022 and held it in 4 quarters. The position peaked at $654K in Q4 2022. 89 funds tracked by Wall St. Rank hold ETJ as of Q1 2023.

Bluefin Capital Management reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q1 2023 after selling out during the quarter.
Bluefin Capital Management sold 87,177 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q1 2023, an estimated $654K.
Bluefin Capital Management first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q1 2022 and held it in 4 quarters.
Bluefin Capital Management's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $654K in Q4 2022.
89 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q1 2023.

Based on Bluefin Capital Management's 13F filing for Q1 2023, filed 15 May 2023.