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

Claraphi Advisory Network’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 Q1	–	Sell	-24,887	Closed	-$258K	–	316
2020 Q4	$258K	Buy	24,887 +1,695	+7%	+$17K	0.07%	232
2020 Q3	$222K	Buy	23,192 +1,054	+5%	+$10.5K	0.08%	212
2020 Q2	$212K	Buy	22,138 +18,438	+498%	+$170K	0.09%	228
2020 Q1	$31K	Buy	+3,700	New	+$33.4K	0.01%	561
2019 Q4	–	Sell	-2,653	Closed	-$25K	–	246
2019 Q3	$25K	Buy	+2,653	New	+$24.9K	0.02%	301

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

Claraphi Advisory Network's ETJ Position: Q1 2021 in Review

Claraphi Advisory Network sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q1 2021, closing a stake of 24,887 shares — an estimated $258K sold.

Claraphi Advisory Network first reported a position in ETJ in Q3 2019 and held it in 5 quarters. The position peaked at $258K in Q4 2020. 86 funds tracked by Wall St. Rank hold ETJ as of Q1 2021.

Claraphi Advisory Network reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q1 2021 after selling out during the quarter.
Claraphi Advisory Network sold 24,887 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q1 2021, an estimated $258K.
Claraphi Advisory Network first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q3 2019 and held it in 5 quarters.
Claraphi Advisory Network's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $258K in Q4 2020.
86 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q1 2021.

Based on Claraphi Advisory Network's 13F filing for Q1 2021, filed 30 Apr 2021.