FWM
ETJ

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

FSA 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
2020
Q2 		– Sell
-675
Closed -$6K – 396
2020
Q1 		$6K Buy
+675
New +$6.09K 0.01% 287

Other funds holding ETJ

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

FSA Wealth Management's ETJ Position: Q2 2020 in Review

FSA Wealth Management sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q2 2020, closing a stake of 675 shares — an estimated $6K sold.

FSA Wealth Management first reported a position in ETJ in Q1 2020 and held it in 1 quarter. The position peaked at $6K in Q1 2020. 63 funds tracked by Wall St. Rank hold ETJ as of Q2 2020.

  • FSA Wealth Management reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q2 2020 after selling out during the quarter.
  • FSA Wealth Management sold 675 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q2 2020, an estimated $6K.
  • FSA Wealth Management first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q1 2020 and held it in 1 quarter.
  • FSA Wealth Management's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $6K in Q1 2020.
  • 63 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q2 2020.

Based on FSA Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.