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

Financial Advisors Network’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 Q4	–	Sell	-21,935	Closed	-$168K	–	178
2023 Q3	$168K	Buy	+21,935	New	+$177K	0.04%	159
2022 Q4	$165K	Hold	21,935	–	–	0.04%	125
2022 Q3	$181K	Buy	+21,935	New	+$202K	0.05%	109

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

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

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

RJA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Financial Advisors Network's ETJ Position: Q4 2023 in Review

Financial Advisors Network sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q4 2023, closing a stake of 21,935 shares — an estimated $168K sold.

Financial Advisors Network first reported a position in ETJ in Q3 2022 and held it in 3 quarters. The position peaked at $181K in Q3 2022. 87 funds tracked by Wall St. Rank hold ETJ as of Q4 2023.

Financial Advisors Network reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q4 2023 after selling out during the quarter.
Financial Advisors Network sold 21,935 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q4 2023, an estimated $168K.
Financial Advisors Network first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q3 2022 and held it in 3 quarters.
Financial Advisors Network's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $181K in Q3 2022.
87 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q4 2023.

Based on Financial Advisors Network's 13F filing for Q4 2023, filed 9 Feb 2024.