IA
ETJ

IFP Advisors’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

IFP Advisors’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
-57,946
Closed -$538K – 3706
2022
Q4 		$538K Sell
57,946
-3,750
-6% -$30.6K 0.01% 864
2022
Q3 		$572K Buy
61,696
+5,150
+9% +$47.3K 0.01% 863
2022
Q2 		$524K Hold
56,546
– – 0.02% 829
2022
Q1 		$524K Buy
+56,546
New +$569K 0.02% 829
2019
Q1 		$136K Sell
14,789
-162,938
-92% -$1.43M 0.02% 584
2018
Q4 		$1.44M Sell
177,727
-70,210
-28% -$643K 0.09% 250
2018
Q3 		$2.46M Sell
247,937
-5,872
-2% -$57.7K 0.1% 220
2018
Q2 		$2.39M Sell
253,809
-9,570
-4% -$89.2K 0.1% 220
2018
Q1 		$2.54M Hold
263,379
– – 0.12% 204
2017
Q4 		$2.54M Buy
263,379
+18,762
+8% +$174K 0.12% 205
2017
Q3 		$2.31M Buy
244,617
+1,745
+0.7% +$16.4K 0.09% 239
2017
Q2 		$2.28M Buy
242,872
+3,467
+1% +$32.2K 0.1% 232
2017
Q1 		$2.17M Buy
239,405
+5,144
+2% +$48K 0.09% 234
2016
Q4 		$2.1M Sell
234,261
-30,975
-12% -$281K 0.1% 215
2016
Q3 		$2.5M Buy
265,236
+302
+0.1% +$2.93K 0.13% 172
2016
Q2 		$2.59M Buy
264,934
+250,145
+1,691% +$2.42M 0.14% 150
2016
Q1 		$136K Sell
14,789
-139,213
-90% -$1.32M 0.02% 584
2015
Q4 		$1.56M Buy
+154,002
New +$1.56M 0.11% 207

Other funds holding ETJ

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
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
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
FA
Financial Alternatives La Jolla, California $185M AUM 16.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IFP Advisors's ETJ Position: Q1 2023 in Review

IFP Advisors sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q1 2023, closing a stake of 57,946 shares — an estimated $538K sold.

IFP Advisors first reported a position in ETJ in Q4 2015 and held it in 18 quarters. The position peaked at $2.59M in Q2 2016. 89 funds tracked by Wall St. Rank hold ETJ as of Q1 2023.

  • IFP Advisors reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 57,946 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q1 2023, an estimated $538K.
  • IFP Advisors first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2015 and held it in 18 quarters.
  • IFP Advisors's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $2.59M in Q2 2016.
  • 89 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.