Cary Street Partners Investment Advisory’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Cary Street Partners Investment Advisory’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	–	Sell	-867	Closed	-$6.66K	–	970
2023 Q3	$6.66K	Hold	867	–	–	﹤0.01%	1410
2023 Q2	$7.12K	Buy	+867	New	+$6.89K	﹤0.01%	1320
2023 Q1	–	Sell	-400	Closed	-$3K	–	1696
2022 Q4	$3K	Buy	+400	New	+$3.27K	﹤0.01%	1438

Other funds holding ETJ

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Cary Street Partners Investment Advisory's ETJ Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q4 2023, closing a stake of 867 shares — an estimated $6.66K sold.

Cary Street Partners Investment Advisory first reported a position in ETJ in Q4 2022 and held it in 3 quarters. The position peaked at $7.12K in Q2 2023. 87 funds tracked by Wall St. Rank hold ETJ as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 867 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q4 2023, an estimated $6.66K.
Cary Street Partners Investment Advisory first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2022 and held it in 3 quarters.
Cary Street Partners Investment Advisory's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $7.12K in Q2 2023.
87 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.