FPWM
ETJ

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

FSB Premier 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
2022
Q1 		– Sell
-2,055
Closed -$21K – 266
2021
Q4 		$21K Buy
+2,055
New +$22.7K 0.01% 339

Other funds holding ETJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FSB Premier Wealth Management's ETJ Position: Q1 2022 in Review

FSB Premier Wealth Management sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q1 2022, closing a stake of 2,055 shares — an estimated $21K sold.

FSB Premier Wealth Management first reported a position in ETJ in Q4 2021 and held it in 1 quarter. The position peaked at $21K in Q4 2021. 90 funds tracked by Wall St. Rank hold ETJ as of Q1 2022.

  • FSB Premier Wealth Management reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q1 2022 after selling out during the quarter.
  • FSB Premier Wealth Management sold 2,055 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q1 2022, an estimated $21K.
  • FSB Premier Wealth Management first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2021 and held it in 1 quarter.
  • FSB Premier Wealth Management's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $21K in Q4 2021.
  • 90 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q1 2022.

Based on FSB Premier Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.