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

FDx 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
2019 Q3	–	Sell	-19,211	Closed	-$181K	–	676
2019 Q2	$181K	Hold	19,211	–	–	0.01%	778
2019 Q1	$177K	Buy	+19,211	New	+$168K	0.01%	746
2018 Q4	–	Sell	-19,211	Closed	-$191K	–	610
2018 Q3	$191K	Buy	+19,211	New	+$189K	0.01%	842
2018 Q2	–	Sell	-19,196	Closed	-$173K	–	920
2018 Q1	$173K	Hold	19,196	–	–	0.01%	1131
2017 Q4	$185K	Hold	19,196	–	–	0.01%	1198
2017 Q3	$181K	Hold	19,196	–	–	0.01%	1210
2017 Q2	$180K	Buy	+19,196	New	+$178K	0.01%	1136

Other funds holding ETJ

Morgan Stanley New York $1.66T AUM 25.57% 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

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

IWM

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

FDx Advisors's ETJ Position: Q3 2019 in Review

FDx Advisors sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q3 2019, closing a stake of 19,211 shares — an estimated $181K sold.

FDx Advisors first reported a position in ETJ in Q2 2017 and held it in 7 quarters. The position peaked at $191K in Q3 2018. 73 funds tracked by Wall St. Rank hold ETJ as of Q3 2019.

FDx Advisors reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q3 2019 after selling out during the quarter.
FDx Advisors sold 19,211 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q3 2019, an estimated $181K.
FDx Advisors first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q2 2017 and held it in 7 quarters.
FDx Advisors's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $191K in Q3 2018.
73 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q3 2019.

Based on FDx Advisors's 13F filing for Q3 2019, filed 7 Nov 2019.