CA
ETJ

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

Cornerstone Advisory’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
-1,336
Closed -$14K – 379
2021
Q4 		$14K Buy
+1,336
New +$14.8K ﹤0.01% 570

Other funds holding ETJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cornerstone Advisory's ETJ Position: Q1 2022 in Review

Cornerstone Advisory sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q1 2022, closing a stake of 1,336 shares — an estimated $14K sold.

Cornerstone Advisory first reported a position in ETJ in Q4 2021 and held it in 1 quarter. The position peaked at $14K in Q4 2021. 90 funds tracked by Wall St. Rank hold ETJ as of Q1 2022.

  • Cornerstone Advisory reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q1 2022 after selling out during the quarter.
  • Cornerstone Advisory sold 1,336 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q1 2022, an estimated $14K.
  • Cornerstone Advisory first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2021 and held it in 1 quarter.
  • Cornerstone Advisory's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $14K 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 Cornerstone Advisory's 13F filing for Q1 2022, filed 20 May 2022.