Certified Advisory Corp’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Certified Advisory Corp’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 Q2	–	Sell	-1,414	Closed	-$15K	–	364
2021 Q1	$15K	Buy	+1,414	New	+$15K	﹤0.01%	540
2020 Q2	$14K	Hold	1,414	–	–	﹤0.01%	497
2020 Q1	$12K	Hold	1,414	–	–	﹤0.01%	496
2019 Q4	$13K	Hold	1,414	–	–	﹤0.01%	545
2019 Q3	$13K	Hold	1,414	–	–	﹤0.01%	542
2019 Q2	$13K	Hold	1,414	–	–	﹤0.01%	542
2019 Q1	$13K	Hold	1,414	–	–	0.01%	511
2018 Q4	$11K	Hold	1,414	–	–	0.01%	523
2018 Q3	$14K	Hold	1,414	–	–	0.01%	517
2018 Q2	$13K	Hold	1,414	–	–	0.01%	499
2018 Q1	$12K	Hold	1,414	–	–	0.01%	482
2017 Q4	$13K	Buy	+1,414	New	+$13.1K	0.01%	430

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Certified Advisory Corp's ETJ Position: Q2 2021 in Review

Certified Advisory Corp sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q2 2021, closing a stake of 1,414 shares — an estimated $15K sold.

Certified Advisory Corp first reported a position in ETJ in Q4 2017 and held it in 12 quarters. The position peaked at $15K in Q1 2021. 87 funds tracked by Wall St. Rank hold ETJ as of Q2 2021.

Certified Advisory Corp reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 1,414 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q2 2021, an estimated $15K.
Certified Advisory Corp first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2017 and held it in 12 quarters.
Certified Advisory Corp's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $15K in Q1 2021.
87 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.