CIBC Private Wealth Group’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

CIBC Private Wealth Group’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 Q3	–	Sell	-1,500	Closed	-$13.3K	–	3165
2024 Q2	$13.3K	Buy	+1,500	New	+$12.7K	﹤0.01%	2188
2022 Q4	–	Sell	-31,000	Closed	-$256K	–	876
2022 Q3	$256K	Hold	31,000	–	–	﹤0.01%	815
2022 Q2	$260K	Hold	31,000	–	–	﹤0.01%	825
2022 Q1	$306K	Hold	31,000	–	–	﹤0.01%	840
2021 Q4	$331K	Hold	31,000	–	–	﹤0.01%	850
2021 Q3	$331K	Sell	31,000 -1,000	-3%	-$11.2K	﹤0.01%	805
2021 Q2	$369K	Sell	32,000 -1,000	-3%	-$11.1K	﹤0.01%	859
2021 Q1	$356K	Sell	33,000 -6,000	-15%	-$63.5K	﹤0.01%	872
2020 Q4	$404K	Buy	+39,000	New	+$391K	﹤0.01%	813
2018 Q1	–	Sell	-900	Closed	-$9K	–	1977
2017 Q4	$9K	Buy	+900	New	+$8.36K	﹤0.01%	1569

Other funds holding ETJ

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

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

CIBC Private Wealth Group's ETJ Position: Q3 2024 in Review

CIBC Private Wealth Group sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q3 2024, closing a stake of 1,500 shares — an estimated $13.3K sold.

CIBC Private Wealth Group first reported a position in ETJ in Q4 2017 and held it in 10 quarters. The position peaked at $404K in Q4 2020. 86 funds tracked by Wall St. Rank hold ETJ as of Q3 2024.

CIBC Private Wealth Group reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q3 2024 after selling out during the quarter.
CIBC Private Wealth Group sold 1,500 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q3 2024, an estimated $13.3K.
CIBC Private Wealth Group first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2017 and held it in 10 quarters.
CIBC Private Wealth Group's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $404K in Q4 2020.
86 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q3 2024.

Based on CIBC Private Wealth Group's 13F filing for Q3 2024, filed 13 Nov 2024.