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

FinTrust Capital 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
2023 Q4	–	Sell	-500	Closed	-$3.84K	–	1286
2023 Q3	$3.84K	Sell	500 -6,208	-93%	-$50.1K	﹤0.01%	939
2023 Q2	$50.3K	Hold	6,708	–	–	0.01%	443
2023 Q1	$50.3K	Hold	6,708	–	–	0.01%	441
2022 Q4	$50.3K	Sell	6,708 -650	-9%	-$5.3K	0.01%	442
2022 Q3	$61K	Buy	7,358 +1,606	+28%	+$14.8K	0.02%	469
2022 Q2	$54K	Buy	5,752 +5,252	+1,050%	+$47.8K	0.01%	513
2022 Q1	$5K	Hold	500	–	–	﹤0.01%	1057
2021 Q4	$5K	Hold	500	–	–	﹤0.01%	1019
2021 Q3	$5K	Hold	500	–	–	﹤0.01%	1022
2021 Q2	$6K	Hold	500	–	–	﹤0.01%	1018
2021 Q1	$5K	Hold	500	–	–	﹤0.01%	1018
2020 Q4	$5K	Sell	500 -600	-55%	-$6.02K	﹤0.01%	948
2020 Q3	$11	Hold	1,100	–	–	﹤0.01%	770
2020 Q2	$11K	Hold	1,100	–	–	﹤0.01%	712
2020 Q1	$9K	Hold	1,100	–	–	﹤0.01%	765
2019 Q4	$10K	Hold	1,100	–	–	﹤0.01%	738
2019 Q3	$10K	Hold	1,100	–	–	﹤0.01%	755
2019 Q2	$10K	Hold	1,100	–	–	﹤0.01%	730
2019 Q1	$10K	Hold	1,100	–	–	﹤0.01%	772
2018 Q4	$9K	Buy	+1,100	New	+$10.1K	﹤0.01%	797

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

FinTrust Capital Advisors's ETJ Position: Q4 2023 in Review

FinTrust Capital Advisors sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q4 2023, closing a stake of 500 shares — an estimated $3.84K sold.

FinTrust Capital Advisors first reported a position in ETJ in Q4 2018 and held it in 20 quarters. The position peaked at $61K in Q3 2022. 87 funds tracked by Wall St. Rank hold ETJ as of Q4 2023.

FinTrust Capital Advisors reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q4 2023 after selling out during the quarter.
FinTrust Capital Advisors sold 500 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q4 2023, an estimated $3.84K.
FinTrust Capital Advisors first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2018 and held it in 20 quarters.
FinTrust Capital Advisors's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $61K 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 FinTrust Capital Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.