MCC
ETJ

Money Concepts Capital’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-500
Closed -$3.75K – 1220
2022
Q4 		$3.75K Buy
+500
New +$4.08K ﹤0.01% 2471
2022
Q2 		– Sell
-500
Closed -$5K – 1782
2022
Q1 		$5K Buy
+500
New +$5.03K ﹤0.01% 2196

Other funds holding ETJ

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
FA
Financial Alternatives La Jolla, California $185M AUM 16.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Money Concepts Capital's ETJ Position: Q1 2023 in Review

Money Concepts Capital sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q1 2023, closing a stake of 500 shares — an estimated $3.75K sold.

Money Concepts Capital first reported a position in ETJ in Q1 2022 and held it in 2 quarters. The position peaked at $5K in Q1 2022. 89 funds tracked by Wall St. Rank hold ETJ as of Q1 2023.

  • Money Concepts Capital reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 500 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q1 2023, an estimated $3.75K.
  • Money Concepts Capital first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $5K in Q1 2022.
  • 89 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.