OIA
ETJ

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

OneDigital Investment 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
2023
Q3 		– Sell
-19,808
Closed -$163K – 1008
2023
Q2 		$163K Sell
19,808
-18,047
-48% -$143K ﹤0.01% 968
2023
Q1 		$301K Buy
37,855
+179
+0.5% +$1.39K 0.01% 780
2022
Q4 		$283K Buy
37,676
+144
+0.4% +$1.18K 0.01% 690
2022
Q3 		$310K Buy
37,532
+7,467
+25% +$68.6K 0.01% 593
2022
Q2 		$252K Buy
30,065
+2,735
+10% +$24.9K 0.01% 602
2022
Q1 		$270K Buy
27,330
+2,070
+8% +$20.8K 0.01% 627
2021
Q4 		$270K Buy
25,260
+569
+2% +$6.28K 0.01% 626
2021
Q3 		$264K Buy
24,691
+902
+4% +$10.1K 0.01% 605
2021
Q2 		$274K Buy
23,789
+4,888
+26% +$54.2K 0.01% 579
2021
Q1 		$204K Buy
18,901
+5,454
+41% +$57.7K 0.01% 619
2020
Q4 		$139K Buy
+13,447
New +$135K 0.01% 629
2018
Q4 		– Sell
-666
Closed -$7K – 1160
2018
Q3 		$7K Sell
666
-1,334
-67% -$13.1K ﹤0.01% 883
2018
Q2 		$19K Hold
2,000
– – ﹤0.01% 828
2018
Q1 		$18K Hold
2,000
– – ﹤0.01% 852
2017
Q4 		$19K Hold
2,000
– – ﹤0.01% 823
2017
Q3 		$19K Hold
2,000
– – 0.01% 657
2017
Q2 		$19K Buy
+2,000
New +$18.6K 0.01% 758

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
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
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
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

OneDigital Investment Advisors's ETJ Position: Q3 2023 in Review

OneDigital Investment Advisors sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q3 2023, closing a stake of 19,808 shares — an estimated $163K sold.

OneDigital Investment Advisors first reported a position in ETJ in Q2 2017 and held it in 17 quarters. The position peaked at $310K in Q3 2022. 91 funds tracked by Wall St. Rank hold ETJ as of Q3 2023.

  • OneDigital Investment Advisors reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q3 2023 after selling out during the quarter.
  • OneDigital Investment Advisors sold 19,808 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q3 2023, an estimated $163K.
  • OneDigital Investment Advisors first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q2 2017 and held it in 17 quarters.
  • OneDigital Investment Advisors's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $310K in Q3 2022.
  • 91 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q3 2023.

Based on OneDigital Investment Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.