LWANC
ETJ

Laurel Wealth Advisors (North Carolina)’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
Q3 		– Sell
-672
Closed -$5.89K – 718
2024
Q2 		$5.89K Buy
+672
New +$5.7K ﹤0.01% 467

Other funds holding ETJ

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s ETJ Position: Q3 2024 in Review

Laurel Wealth Advisors (North Carolina) sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q3 2024, closing a stake of 672 shares — an estimated $5.89K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in ETJ in Q2 2024 and held it in 1 quarter. The position peaked at $5.89K in Q2 2024. 86 funds tracked by Wall St. Rank hold ETJ as of Q3 2024.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q3 2024 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 672 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q3 2024, an estimated $5.89K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q2 2024 and held it in 1 quarter.
  • Laurel Wealth Advisors (North Carolina)'s Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $5.89K in Q2 2024.
  • 86 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q3 2024.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q3 2024, filed 5 Nov 2024.