SWA
ETJ

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

Sax Wealth 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
2024
Q4 		– Sell
-59,000
Closed -$543K – 331
2024
Q3 		$543K Buy
+59,000
New +$527K 0.05% 145

Other funds holding ETJ

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Sax Wealth Advisors's ETJ Position: Q4 2024 in Review

Sax Wealth Advisors sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q4 2024, closing a stake of 59,000 shares — an estimated $543K sold.

Sax Wealth Advisors first reported a position in ETJ in Q3 2024 and held it in 1 quarter. The position peaked at $543K in Q3 2024. 96 funds tracked by Wall St. Rank hold ETJ as of Q4 2024.

  • Sax Wealth Advisors reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q4 2024 after selling out during the quarter.
  • Sax Wealth Advisors sold 59,000 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q4 2024, an estimated $543K.
  • Sax Wealth Advisors first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q3 2024 and held it in 1 quarter.
  • Sax Wealth Advisors's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $543K in Q3 2024.
  • 96 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q4 2024.

Based on Sax Wealth Advisors's 13F filing for Q4 2024, filed 15 Jan 2025.