Running Point Capital Advisors’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Running Point Capital 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 Q1	–	Sell	-10,000	Closed	-$75K	–	166
2022 Q4	$75K	Hold	10,000	–	–	0.05%	152
2022 Q3	$83K	Hold	10,000	–	–	0.06%	141
2022 Q2	$84K	Hold	10,000	–	–	0.05%	142
2022 Q1	$99K	Buy	+10,000	New	+$101K	0.06%	136

Other funds holding ETJ

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

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

Financial Alternatives La Jolla, California $185M AUM 16.33% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Running Point Capital Advisors's ETJ Position: Q1 2023 in Review

Running Point Capital Advisors sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q1 2023, closing a stake of 10,000 shares — an estimated $75K sold.

Running Point Capital Advisors first reported a position in ETJ in Q1 2022 and held it in 4 quarters. The position peaked at $99K in Q1 2022. 89 funds tracked by Wall St. Rank hold ETJ as of Q1 2023.

Running Point Capital Advisors reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q1 2023 after selling out during the quarter.
Running Point Capital Advisors sold 10,000 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q1 2023, an estimated $75K.
Running Point Capital Advisors first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q1 2022 and held it in 4 quarters.
Running Point Capital Advisors's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $99K 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 Running Point Capital Advisors's 13F filing for Q1 2023, filed 10 May 2023.