MTWM
ETJ

Masso Torrence Wealth Management’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Masso Torrence Wealth Management’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
2022
Q1 		– Sell
-500
Closed -$5K – 162
2021
Q4 		$5K Buy
+500
New +$5.52K ﹤0.01% 310

Other funds holding ETJ

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Osaic Holdings
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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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Masso Torrence Wealth Management's ETJ Position: Q1 2022 in Review

Masso Torrence Wealth Management sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q1 2022, closing a stake of 500 shares — an estimated $5K sold.

Masso Torrence Wealth Management first reported a position in ETJ in Q4 2021 and held it in 1 quarter. The position peaked at $5K in Q4 2021. 90 funds tracked by Wall St. Rank hold ETJ as of Q1 2022.

  • Masso Torrence Wealth Management reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q1 2022 after selling out during the quarter.
  • Masso Torrence Wealth Management sold 500 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q1 2022, an estimated $5K.
  • Masso Torrence Wealth Management first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2021 and held it in 1 quarter.
  • Masso Torrence Wealth Management's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $5K in Q4 2021.
  • 90 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q1 2022.

Based on Masso Torrence Wealth Management's 13F filing for Q1 2022, filed 26 Apr 2022.