SP
ETJ

Stonebrook Private’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Stonebrook Private’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
Q3 		– Sell
-12,020
Closed -$106K – 188
2024
Q2 		$106K Sell
12,020
-21,617
-64% -$183K 0.03% 173
2024
Q1 		$281K Sell
33,637
-2,281
-6% -$18.6K 0.08% 162
2023
Q4 		$282K Buy
+35,918
New +$278K 0.09% 161

Other funds holding ETJ

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Stonebrook Private's ETJ Position: Q3 2024 in Review

Stonebrook Private sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q3 2024, closing a stake of 12,020 shares — an estimated $106K sold.

Stonebrook Private first reported a position in ETJ in Q4 2023 and held it in 3 quarters. The position peaked at $282K in Q4 2023. 86 funds tracked by Wall St. Rank hold ETJ as of Q3 2024.

  • Stonebrook Private reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q3 2024 after selling out during the quarter.
  • Stonebrook Private sold 12,020 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q3 2024, an estimated $106K.
  • Stonebrook Private first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2023 and held it in 3 quarters.
  • Stonebrook Private's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $282K in Q4 2023.
  • 86 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q3 2024.

Based on Stonebrook Private's 13F filing for Q3 2024, filed 12 Nov 2024.