Coastal Bridge Advisors’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Coastal Bridge Advisors’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
2022 Q1	–	Sell	-35,959	Closed	-$373K	–	184
2021 Q4	$373K	Buy	+35,959	New	+$397K	0.08%	125
2021 Q2	–	Sell	-29,224	Closed	-$315K	–	152
2021 Q1	$315K	Sell	29,224 -6,735	-19%	-$71.3K	0.06%	101
2020 Q4	$373K	Buy	35,959 +486	+1%	+$4.87K	0.07%	85
2020 Q3	$339K	Buy	35,473 +711	+2%	+$7.06K	0.1%	81
2020 Q2	$332K	Buy	34,762 +733	+2%	+$6.74K	0.11%	87
2020 Q1	$283K	Buy	34,029 +981	+3%	+$8.85K	0.1%	95
2019 Q4	$308K	Buy	33,048 +466	+1%	+$4.34K	0.08%	93
2019 Q3	$301K	Buy	32,582 +685	+2%	+$6.43K	0.1%	99
2019 Q2	$300K	Buy	31,897 +667	+2%	+$6.25K	0.09%	93
2019 Q1	$287K	Buy	31,230 +690	+2%	+$6.05K	0.1%	95
2018 Q4	$248K	Buy	30,540 +672	+2%	+$6.15K	0.1%	103
2018 Q3	$297K	Buy	29,868 +584	+2%	+$5.73K	0.11%	98
2018 Q2	$276K	Sell	29,284 -611	-2%	-$5.7K	0.11%	100
2018 Q1	$269K	Buy	29,895 +619	+2%	+$5.79K	0.1%	99
2017 Q4	$286K	Buy	29,276 +604	+2%	+$5.61K	0.09%	95
2017 Q3	$270K	Hold	28,672	–	–	0.09%	90
2017 Q2	$269K	Buy	+28,672	New	+$266K	0.09%	82

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IWM

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

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

Coastal Bridge Advisors's ETJ Position: Q1 2022 in Review

Coastal Bridge Advisors sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q1 2022, closing a stake of 35,959 shares — an estimated $373K sold.

Coastal Bridge Advisors first reported a position in ETJ in Q2 2017 and held it in 17 quarters. The position peaked at $373K in Q4 2021. 90 funds tracked by Wall St. Rank hold ETJ as of Q1 2022.

Coastal Bridge Advisors reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q1 2022 after selling out during the quarter.
Coastal Bridge Advisors sold 35,959 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q1 2022, an estimated $373K.
Coastal Bridge Advisors first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q2 2017 and held it in 17 quarters.
Coastal Bridge Advisors's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $373K in Q4 2021.
90 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q1 2022.

Based on Coastal Bridge Advisors's 13F filing for Q1 2022, filed 13 May 2022.