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

SeaCrest 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
2022 Q3	–	Sell	-6,646	Closed	-$56K	–	887
2022 Q2	$56K	Buy	+6,646	New	+$60.5K	0.01%	1064
2019 Q2	–	Sell	-2,936	Closed	-$27K	–	914
2019 Q1	$27K	Hold	2,936	–	–	﹤0.01%	1154
2018 Q4	$24K	Sell	2,936 -690	-19%	-$6.31K	﹤0.01%	1172
2018 Q3	$36K	Hold	3,626	–	–	0.01%	1134
2018 Q2	$34K	Sell	3,626 -1,200	-25%	-$11.2K	0.01%	1139
2018 Q1	$43K	Hold	4,826	–	–	0.01%	1016
2017 Q4	$46K	Buy	+4,826	New	+$44.8K	0.01%	994

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

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

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

SeaCrest Wealth Management's ETJ Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q3 2022, closing a stake of 6,646 shares — an estimated $56K sold.

SeaCrest Wealth Management first reported a position in ETJ in Q4 2017 and held it in 7 quarters. The position peaked at $56K in Q2 2022. 79 funds tracked by Wall St. Rank hold ETJ as of Q3 2022.

SeaCrest Wealth Management reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 6,646 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q3 2022, an estimated $56K.
SeaCrest Wealth Management first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2017 and held it in 7 quarters.
SeaCrest Wealth Management's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $56K in Q2 2022.
79 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.