Lido Advisors
ETJ

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

Lido 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
2020
Q2 		– Sell
-14,500
Closed -$121K – 623
2020
Q1 		$121K Buy
+14,500
New +$131K 0.01% 549

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Lido Advisors's ETJ Position: Q2 2020 in Review

Lido Advisors sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q2 2020, closing a stake of 14,500 shares — an estimated $121K sold.

Lido Advisors first reported a position in ETJ in Q1 2020 and held it in 1 quarter. The position peaked at $121K in Q1 2020. 63 funds tracked by Wall St. Rank hold ETJ as of Q2 2020.

  • Lido Advisors reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q2 2020 after selling out during the quarter.
  • Lido Advisors sold 14,500 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q2 2020, an estimated $121K.
  • Lido Advisors first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q1 2020 and held it in 1 quarter.
  • Lido Advisors's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $121K in Q1 2020.
  • 63 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q2 2020.

Based on Lido Advisors's 13F filing for Q2 2020, filed 12 Aug 2020.