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

Envestnet 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
2021 Q1	–	Sell	-39,593	Closed	-$411K	–	3526
2020 Q4	$411K	Buy	39,593 +745	+2%	+$7.47K	﹤0.01%	2758
2020 Q3	$372K	Sell	38,848 -13,254	-25%	-$132K	﹤0.01%	2626
2020 Q2	$498K	Buy	+52,102	New	+$479K	﹤0.01%	2430
2019 Q4	–	Sell	-62,429	Closed	-$577K	–	3102
2019 Q3	$577K	Buy	62,429 +676	+1%	+$6.35K	﹤0.01%	2282
2019 Q2	$580K	Buy	61,753 +9,205	+18%	+$86.3K	﹤0.01%	2303
2019 Q1	$483K	Buy	+52,548	New	+$461K	﹤0.01%	2366
2016 Q2	–	Sell	-3,159	Closed	-$30K	–	3091
2016 Q1	$30K	Buy	3,159 +188	+6%	+$1.78K	﹤0.01%	2880
2015 Q4	$30K	Buy	2,971 +808	+37%	+$8.19K	﹤0.01%	2814
2015 Q3	$21K	Buy	+2,163	New	+$22.6K	﹤0.01%	2907
2015 Q1	–	Sell	-1,538	Closed	-$16K	–	2139
2014 Q4	$16K	Buy	+1,538	New	+$17.5K	﹤0.01%	1820
2014 Q2	–	Sell	-500	Closed	-$6K	–	2728
2014 Q1	$6K	Buy	+500	New	+$5.71K	﹤0.01%	2042

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

Envestnet Asset Management's ETJ Position: Q1 2021 in Review

Envestnet Asset Management sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q1 2021, closing a stake of 39,593 shares — an estimated $411K sold.

Envestnet Asset Management first reported a position in ETJ in Q1 2014 and held it in 11 quarters. The position peaked at $580K in Q2 2019. 86 funds tracked by Wall St. Rank hold ETJ as of Q1 2021.

Envestnet Asset Management reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q1 2021 after selling out during the quarter.
Envestnet Asset Management sold 39,593 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q1 2021, an estimated $411K.
Envestnet Asset Management first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q1 2014 and held it in 11 quarters.
Envestnet Asset Management's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $580K in Q2 2019.
86 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q1 2021.

Based on Envestnet Asset Management's 13F filing for Q1 2021, filed 4 May 2021.