J.W. Cole Advisors’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

J.W. Cole 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
2024 Q1	–	Sell	-13,403	Closed	-$105K	–	891
2023 Q4	$105K	Sell	13,403 -130	-1%	-$1.01K	0.01%	792
2023 Q3	$104K	Sell	13,533 -2,126	-14%	-$17.2K	0.01%	711
2023 Q2	$129K	Sell	15,659 -5,262	-25%	-$41.8K	0.01%	725
2023 Q1	$166K	Sell	20,921 -3,497	-14%	-$27.2K	0.01%	736
2022 Q4	$183K	Sell	24,418 -1,260	-5%	-$10.3K	0.01%	697
2022 Q3	$212K	Sell	25,678 -2,159	-8%	-$19.8K	0.02%	656
2022 Q2	$233K	Buy	27,837 +2,751	+11%	+$25K	0.02%	625
2022 Q1	$248K	Buy	+25,086	New	+$252K	0.02%	683

Other funds holding ETJ

GAA

Global Assets Advisory Orlando, Florida $349M AUM 24.2% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

J.W. Cole Advisors's ETJ Position: Q1 2024 in Review

J.W. Cole Advisors sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q1 2024, closing a stake of 13,403 shares — an estimated $105K sold.

J.W. Cole Advisors first reported a position in ETJ in Q1 2022 and held it in 8 quarters. The position peaked at $248K in Q1 2022. 97 funds tracked by Wall St. Rank hold ETJ as of Q1 2024.

J.W. Cole Advisors reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q1 2024 after selling out during the quarter.
J.W. Cole Advisors sold 13,403 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q1 2024, an estimated $105K.
J.W. Cole Advisors first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q1 2022 and held it in 8 quarters.
J.W. Cole Advisors's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $248K in Q1 2022.
97 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q1 2024.

Based on J.W. Cole Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.