FIM
ETJ

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

Fernwood Investment 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
2024
Q2 		– Sell
-1,500
Closed -$12.5K – 348
2024
Q1 		$12.5K Buy
+1,500
New +$12.3K ﹤0.01% 529

Other funds holding ETJ

CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 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
LPL Financial
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fernwood Investment Management's ETJ Position: Q2 2024 in Review

Fernwood Investment Management sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q2 2024, closing a stake of 1,500 shares — an estimated $12.5K sold.

Fernwood Investment Management first reported a position in ETJ in Q1 2024 and held it in 1 quarter. The position peaked at $12.5K in Q1 2024. 89 funds tracked by Wall St. Rank hold ETJ as of Q2 2024.

  • Fernwood Investment Management reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 1,500 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q2 2024, an estimated $12.5K.
  • Fernwood Investment Management first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $12.5K in Q1 2024.
  • 89 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.