FWM
ETJ

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

ForthRight Wealth 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
2021
Q1 		– Sell
-2,978
Closed -$31K – 75
2020
Q4 		$31K Buy
+2,978
New +$29.9K 0.02% 83

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Osaic Holdings
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
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RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ForthRight Wealth Management's ETJ Position: Q1 2021 in Review

ForthRight Wealth Management sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q1 2021, closing a stake of 2,978 shares — an estimated $31K sold.

ForthRight Wealth Management first reported a position in ETJ in Q4 2020 and held it in 1 quarter. The position peaked at $31K in Q4 2020. 86 funds tracked by Wall St. Rank hold ETJ as of Q1 2021.

  • ForthRight Wealth Management reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q1 2021 after selling out during the quarter.
  • ForthRight Wealth Management sold 2,978 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q1 2021, an estimated $31K.
  • ForthRight Wealth Management first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2020 and held it in 1 quarter.
  • ForthRight Wealth Management's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $31K in Q4 2020.
  • 86 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q1 2021.

Based on ForthRight Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.