SFA
ETJ

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

Sequoia Financial 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
2020
Q2 		– Sell
-28,851
Closed -$240K – 376
2020
Q1 		$240K Buy
+28,851
New +$260K 0.02% 305

Other funds holding ETJ

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Invesco
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Sequoia Financial Advisors's ETJ Position: Q2 2020 in Review

Sequoia Financial Advisors sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q2 2020, closing a stake of 28,851 shares — an estimated $240K sold.

Sequoia Financial Advisors first reported a position in ETJ in Q1 2020 and held it in 1 quarter. The position peaked at $240K in Q1 2020. 63 funds tracked by Wall St. Rank hold ETJ as of Q2 2020.

  • Sequoia Financial Advisors reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q2 2020 after selling out during the quarter.
  • Sequoia Financial Advisors sold 28,851 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q2 2020, an estimated $240K.
  • Sequoia Financial Advisors first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q1 2020 and held it in 1 quarter.
  • Sequoia Financial Advisors's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $240K in Q1 2020.
  • 63 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q2 2020.

Based on Sequoia Financial Advisors's 13F filing for Q2 2020, filed 11 Aug 2020.