LAS
ETJ

LWM Advisory Services’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

LWM Advisory Services’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
Q4 		– Sell
-4,850
Closed -$37.2K – 102
2023
Q3 		$37.2K Buy
+4,850
New +$39.1K 0.04% 100

Other funds holding ETJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LWM Advisory Services's ETJ Position: Q4 2023 in Review

LWM Advisory Services sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q4 2023, closing a stake of 4,850 shares — an estimated $37.2K sold.

LWM Advisory Services first reported a position in ETJ in Q3 2023 and held it in 1 quarter. The position peaked at $37.2K in Q3 2023. 87 funds tracked by Wall St. Rank hold ETJ as of Q4 2023.

  • LWM Advisory Services reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q4 2023 after selling out during the quarter.
  • LWM Advisory Services sold 4,850 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q4 2023, an estimated $37.2K.
  • LWM Advisory Services first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q3 2023 and held it in 1 quarter.
  • LWM Advisory Services's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $37.2K in Q3 2023.
  • 87 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q4 2023.

Based on LWM Advisory Services's 13F filing for Q4 2023, filed 5 Feb 2024.