High Net Worth Advisory Group’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

High Net Worth Advisory Group’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
2023 Q1	–	Sell	-2,000	Closed	-$15K	–	304
2022 Q4	$15K	Sell	2,000 -2,500	-56%	-$20.4K	0.01%	467
2022 Q3	$37K	Hold	4,500	–	–	0.02%	375
2022 Q2	$38K	Hold	4,500	–	–	0.02%	361
2022 Q1	$44K	Hold	4,500	–	–	0.02%	356
2021 Q4	$48K	Buy	+4,500	New	+$49.7K	0.02%	354

Other funds holding ETJ

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Financial Alternatives La Jolla, California $185M AUM 16.33% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

High Net Worth Advisory Group's ETJ Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q1 2023, closing a stake of 2,000 shares — an estimated $15K sold.

High Net Worth Advisory Group first reported a position in ETJ in Q4 2021 and held it in 5 quarters. The position peaked at $48K in Q4 2021. 89 funds tracked by Wall St. Rank hold ETJ as of Q1 2023.

High Net Worth Advisory Group reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q1 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 2,000 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q1 2023, an estimated $15K.
High Net Worth Advisory Group first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2021 and held it in 5 quarters.
High Net Worth Advisory Group's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $48K in Q4 2021.
89 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.