Fidelity Investments’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Fidelity Investments’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
2023 Q3	–	Sell	-558	Closed	-$4.59K	–	5351
2023 Q2	$4.59K	Buy	558 +557	+55,700%	+$4.43K	﹤0.01%	4386
2023 Q1	$8	Buy	+1	New	+$8	﹤0.01%	5195
2022 Q1	–	Sell	-1	Closed	–	–	5104
2021 Q4	$0	Buy	+1	New	+$11	﹤0.01%	4507
2021 Q1	–	Sell	-1	Closed	–	–	4120
2020 Q4	$0	Buy	+1	New	+$10	﹤0.01%	3951
2020 Q2	–	Sell	-1	Closed	–	–	3728
2020 Q1	$0	Buy	+1	New	+$9	﹤0.01%	3777
2019 Q4	–	Sell	-1	Closed	–	–	3900
2019 Q3	$0	Buy	+1	New	+$9	﹤0.01%	3884
2019 Q2	–	Sell	-2	Closed	–	–	3846
2019 Q1	$0	Buy	+2	New	+$18	﹤0.01%	3749

Other funds holding ETJ

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Fidelity Investments's ETJ Position: Q3 2023 in Review

Fidelity Investments sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q3 2023, closing a stake of 558 shares — an estimated $4.59K sold.

Fidelity Investments first reported a position in ETJ in Q1 2019 and held it in 7 quarters. The position peaked at $4.59K in Q2 2023. 91 funds tracked by Wall St. Rank hold ETJ as of Q3 2023.

Fidelity Investments reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q3 2023 after selling out during the quarter.
Fidelity Investments sold 558 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q3 2023, an estimated $4.59K.
Fidelity Investments first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q1 2019 and held it in 7 quarters.
Fidelity Investments's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $4.59K in Q2 2023.
91 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q3 2023.

Based on Fidelity Investments's 13F filing for Q3 2023, filed 13 Nov 2023.