GRP
ETJ

Global Retirement Partners’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Global Retirement Partners’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
Q1 		– Sell
-1,500
Closed -$14K – 1605
2019
Q4 		$14K Buy
+1,500
New +$14K ﹤0.01% 1061

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RJFSA
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PPA
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Bank of America
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IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Global Retirement Partners's ETJ Position: Q1 2020 in Review

Global Retirement Partners sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q1 2020, closing a stake of 1,500 shares — an estimated $14K sold.

Global Retirement Partners first reported a position in ETJ in Q4 2019 and held it in 1 quarter. The position peaked at $14K in Q4 2019. 82 funds tracked by Wall St. Rank hold ETJ as of Q1 2020.

  • Global Retirement Partners reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q1 2020 after selling out during the quarter.
  • Global Retirement Partners sold 1,500 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q1 2020, an estimated $14K.
  • Global Retirement Partners first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2019 and held it in 1 quarter.
  • Global Retirement Partners's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $14K in Q4 2019.
  • 82 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q1 2020.

Based on Global Retirement Partners's 13F filing for Q1 2020, filed 28 Apr 2020.