OP
ETJ

ORG Partners’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

ORG Partners’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
2024
Q3 		– Sell
-5,000
Closed -$44.1K – 1234
2024
Q2 		$44.1K Hold
5,000
– – 0.01% 828
2024
Q1 		$41.8K Buy
+5,000
New +$40.9K 0.08% 151
2023
Q3 		– Sell
-5,000
Closed -$41K – 1437
2023
Q2 		$41K Buy
+5,000
New +$39.7K 0.01% 706

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
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

ORG Partners's ETJ Position: Q3 2024 in Review

ORG Partners sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q3 2024, closing a stake of 5,000 shares — an estimated $44.1K sold.

ORG Partners first reported a position in ETJ in Q2 2023 and held it in 3 quarters. The position peaked at $44.1K in Q2 2024. 86 funds tracked by Wall St. Rank hold ETJ as of Q3 2024.

  • ORG Partners reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q3 2024 after selling out during the quarter.
  • ORG Partners sold 5,000 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q3 2024, an estimated $44.1K.
  • ORG Partners first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q2 2023 and held it in 3 quarters.
  • ORG Partners's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $44.1K in Q2 2024.
  • 86 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q3 2024.

Based on ORG Partners's 13F filing for Q3 2024, filed 11 Oct 2024.