CAN
ETJ

Cetera Advisor Networks’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Cetera Advisor Networks’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
2024
Q1 		$223K Sell
26,712
-4,929
-16% -$40.3K ﹤0.01% 2518
2023
Q4 		$248K Buy
31,641
+4,500
+17% +$34.9K ﹤0.01% 2374
2023
Q3 		$208K Buy
27,141
+5,214
+24% +$42.1K ﹤0.01% 2401
2023
Q2 		$180K Sell
21,927
-3,100
-12% -$24.6K ﹤0.01% 2373
2023
Q1 		$199K Sell
25,027
-572
-2% -$4.44K ﹤0.01% 2329
2022
Q4 		$192K Buy
25,599
+572
+2% +$4.67K ﹤0.01% 2270
2022
Q3 		$207K Buy
25,027
+1,555
+7% +$14.3K ﹤0.01% 1836
2022
Q2 		$197K Buy
23,472
+1,000
+4% +$9.1K ﹤0.01% 1871
2022
Q1 		$222K Buy
22,472
+11,148
+98% +$112K ﹤0.01% 1816
2021
Q4 		$121K Buy
+11,324
New +$125K ﹤0.01% 1946
2020
Q3 		– Sell
-31,100
Closed -$297K – 1750
2020
Q2 		$297K Sell
31,100
-15,600
-33% -$143K 0.01% 907
2020
Q1 		$389K Sell
46,700
-13,430
-22% -$121K 0.01% 698
2019
Q4 		$558K Buy
60,130
+8,500
+16% +$79.1K 0.01% 696
2019
Q3 		$475K Buy
51,630
+6,100
+13% +$57.3K 0.01% 721
2019
Q2 		$426K Sell
45,530
-53,980
-54% -$506K 0.01% 743
2019
Q1 		$912K Sell
99,510
-4,400
-4% -$38.6K 0.03% 451
2018
Q4 		$838K Buy
103,910
+32,600
+46% +$298K 0.03% 423
2018
Q3 		$713K Sell
71,310
-16,740
-19% -$164K 0.02% 521
2018
Q2 		$832K Buy
+88,050
New +$821K 0.04% 339
2018
Q1 		– Sell
-101,466
Closed -$981K – 884
2017
Q4 		$981K Buy
101,466
+28,916
+40% +$269K 0.04% 371
2017
Q3 		$684K Buy
72,550
+29,050
+67% +$273K 0.03% 442
2017
Q2 		$404K Buy
43,500
+32,000
+278% +$297K 0.02% 587
2017
Q1 		$105K Hold
11,500
– – 0.01% 894
2016
Q4 		$102K Sell
11,500
-3,050
-21% -$27.7K 0.01% 842
2016
Q3 		$137K Buy
+14,550
New +$141K 0.01% 994
2016
Q2 		– Sell
-11,550
Closed -$107K – 843
2016
Q1 		$107K Sell
11,550
-1,154
-9% -$10.9K 0.01% 792
2015
Q4 		$128K Buy
12,704
+1,154
+10% +$11.7K 0.01% 785
2015
Q3 		$112K Buy
11,550
+500
+5% +$5.23K 0.01% 763
2015
Q2 		$119K Hold
11,050
– – 0.01% 801
2015
Q1 		$119K Hold
11,050
– – 0.01% 805
2014
Q4 		$119K Hold
11,050
– – 0.01% 783
2014
Q3 		$130K Sell
11,050
-21,000
-66% -$244K 0.01% 785
2014
Q2 		$371K Hold
32,050
– – 0.02% 551
2014
Q1 		$361K Sell
32,050
-40,000
-56% -$457K 0.03% 532
2013
Q4 		$812K Buy
72,050
+2,000
+3% +$22.3K 0.06% 306
2013
Q3 		$755K Sell
70,050
-2,000
-3% -$21.9K 0.07% 280
2013
Q2 		$786K Buy
+72,050
New +$804K 0.08% 239

Other funds holding ETJ

GAA
Global Assets Advisory Orlando, Florida $458M AUM 29.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Cetera Advisor Networks's ETJ Position: Q1 2024 in Review

Cetera Advisor Networks reduced its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) stake by 16% in Q1 2024, selling an estimated $40.3K and leaving 26,712 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #2518.

Cetera Advisor Networks first reported a position in ETJ in Q2 2013 and has held it in 37 quarters since. The position peaked at $981K in Q4 2017. 97 funds tracked by Wall St. Rank hold ETJ as of Q1 2024.

  • Cetera Advisor Networks held 26,712 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $223K as of Q1 2024.
  • Cetera Advisor Networks sold 4,929 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q1 2024, an estimated $40.3K.
  • Eaton Vance Risk-Managed Diversified Equity Income Fund made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2518 holding.
  • Cetera Advisor Networks first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q2 2013 and has held it in 37 quarters since.
  • Cetera Advisor Networks's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $981K in Q4 2017.
  • 97 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.