CIAS
ETJ

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

Capital Investment Advisory Services’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
2019
Q4 		– Sell
-1,885
Closed -$17K – 771
2019
Q3 		$17K Hold
1,885
– – ﹤0.01% 844
2019
Q2 		$18K Sell
1,885
-3,000
-61% -$28.1K 0.01% 804
2019
Q1 		$45K Hold
4,885
– – 0.02% 503
2018
Q4 		$40K Buy
+4,885
New +$44.7K 0.02% 500

Other funds holding ETJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Wells Fargo
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Investment Advisory Services's ETJ Position: Q4 2019 in Review

Capital Investment Advisory Services sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q4 2019, closing a stake of 1,885 shares — an estimated $17K sold.

Capital Investment Advisory Services first reported a position in ETJ in Q4 2018 and held it in 4 quarters. The position peaked at $45K in Q1 2019. 71 funds tracked by Wall St. Rank hold ETJ as of Q4 2019.

  • Capital Investment Advisory Services reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q4 2019 after selling out during the quarter.
  • Capital Investment Advisory Services sold 1,885 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q4 2019, an estimated $17K.
  • Capital Investment Advisory Services first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2018 and held it in 4 quarters.
  • Capital Investment Advisory Services's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $45K in Q1 2019.
  • 71 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q4 2019.

Based on Capital Investment Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.