GWS
ETJ

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

Glassman Wealth Services’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
-10,072
Closed -$104K – 1455
2020
Q4 		$104K Buy
10,072
+9,072
+907% +$91K 0.02% 220
2020
Q3 		$10K Buy
+1,000
New +$9.93K ﹤0.01% 603

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
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
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
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

Glassman Wealth Services's ETJ Position: Q1 2021 in Review

Glassman Wealth Services sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q1 2021, closing a stake of 10,072 shares — an estimated $104K sold.

Glassman Wealth Services first reported a position in ETJ in Q3 2020 and held it in 2 quarters. The position peaked at $104K in Q4 2020. 86 funds tracked by Wall St. Rank hold ETJ as of Q1 2021.

  • Glassman Wealth Services reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q1 2021 after selling out during the quarter.
  • Glassman Wealth Services sold 10,072 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q1 2021, an estimated $104K.
  • Glassman Wealth Services first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q3 2020 and held it in 2 quarters.
  • Glassman Wealth Services's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $104K 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 Glassman Wealth Services's 13F filing for Q1 2021, filed 5 May 2021.