Clear Harbor Asset Management’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Clear Harbor Asset Management’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
2020 Q4	–	Sell	-3,000	Closed	-$28.7K	–	449
2020 Q3	$28.7K	Buy	+3,000	New	+$29.8K	﹤0.01%	454
2020 Q1	–	Sell	-3,000	Closed	-$28K	–	402
2019 Q4	$28K	Buy	+3,000	New	+$27.9K	﹤0.01%	470

Other funds holding ETJ

Morgan Stanley New York $1.66T AUM 25.57% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Clear Harbor Asset Management's ETJ Position: Q4 2020 in Review

Clear Harbor Asset Management sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q4 2020, closing a stake of 3,000 shares — an estimated $28.7K sold.

Clear Harbor Asset Management first reported a position in ETJ in Q4 2019 and held it in 2 quarters. The position peaked at $28.7K in Q3 2020. 88 funds tracked by Wall St. Rank hold ETJ as of Q4 2020.

Clear Harbor Asset Management reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q4 2020 after selling out during the quarter.
Clear Harbor Asset Management sold 3,000 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q4 2020, an estimated $28.7K.
Clear Harbor Asset Management first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2019 and held it in 2 quarters.
Clear Harbor Asset Management's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $28.7K in Q3 2020.
88 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q4 2020.

Based on Clear Harbor Asset Management's 13F filing for Q4 2020, filed 4 Feb 2021.