OTA Financial Group’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

OTA Financial Group’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	-20,996	Closed	-$224K	–	104
2021 Q4	$224K	Buy	+20,996	New	+$232K	0.15%	70
2019 Q1	–	Sell	-74,912	Closed	-$608K	–	45
2018 Q4	$608K	Buy	+74,912	New	+$686K	0.29%	33
2015 Q2	–	Sell	-43,917	Closed	-$475K	–	80
2015 Q1	$475K	Buy	+43,917	New	+$474K	0.25%	44
2014 Q1	–	Sell	-34,930	Closed	-$393	–	75
2013 Q4	$393	Buy	+34,930	New	+$389K	0.25%	52
2013 Q3	–	Sell	-28,703	Closed	-$312K	–	86
2013 Q2	$312K	Buy	+28,703	New	+$320K	0.14%	67

Other funds holding ETJ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

OTA Financial Group's ETJ Position: Q1 2022 in Review

OTA Financial Group sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q1 2022, closing a stake of 20,996 shares — an estimated $224K sold.

OTA Financial Group first reported a position in ETJ in Q2 2013 and held it in 5 quarters. The position peaked at $608K in Q4 2018. 90 funds tracked by Wall St. Rank hold ETJ as of Q1 2022.

OTA Financial Group reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q1 2022 after selling out during the quarter.
OTA Financial Group sold 20,996 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q1 2022, an estimated $224K.
OTA Financial Group first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q2 2013 and held it in 5 quarters.
OTA Financial Group's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $608K in Q4 2018.
90 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q1 2022.

Based on OTA Financial Group's 13F filing for Q1 2022, filed 19 Apr 2022.