PWM
ETJ

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

Perigon 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
2021
Q1 		– Sell
-2,500
Closed -$26K – 657
2020
Q4 		$26K Buy
+2,500
New +$25.1K ﹤0.01% 948

Other funds holding ETJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Perigon Wealth Management's ETJ Position: Q1 2021 in Review

Perigon Wealth Management sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q1 2021, closing a stake of 2,500 shares — an estimated $26K sold.

Perigon Wealth Management first reported a position in ETJ in Q4 2020 and held it in 1 quarter. The position peaked at $26K in Q4 2020. 86 funds tracked by Wall St. Rank hold ETJ as of Q1 2021.

  • Perigon Wealth Management reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q1 2021 after selling out during the quarter.
  • Perigon Wealth Management sold 2,500 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q1 2021, an estimated $26K.
  • Perigon Wealth Management first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2020 and held it in 1 quarter.
  • Perigon Wealth Management's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $26K in Q4 2020.
  • 86 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q1 2021.

Based on Perigon Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.