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

Sugarloaf 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
2023 Q1	–	Sell	-327	Closed	-$2.45K	–	732
2022 Q4	$2.45K	Buy	327 +8	+3%	+$65	﹤0.01%	652
2022 Q3	$3K	Buy	319 +8	+3%	+$74	﹤0.01%	668
2022 Q2	$3K	Buy	311 +8	+3%	+$73	﹤0.01%	658
2022 Q1	$3K	Buy	303 +7	+2%	+$70	﹤0.01%	612
2021 Q4	$3K	Buy	296 +6	+2%	+$66	﹤0.01%	634
2021 Q3	$3K	Buy	290 +4	+1%	+$45	﹤0.01%	651
2021 Q2	$3K	Buy	286 +6	+2%	+$67	﹤0.01%	641
2021 Q1	$3	Buy	280 +6	+2%	+$64	﹤0.01%	631
2020 Q4	$3K	Buy	274 +7	+3%	+$70	﹤0.01%	597
2020 Q3	$3K	Buy	267 +6	+2%	+$60	﹤0.01%	569
2020 Q2	$2K	Buy	261 +56	+27%	+$515	﹤0.01%	602
2020 Q1	$2K	Buy	205 +5	+3%	+$45	﹤0.01%	593
2019 Q4	$2K	Buy	+200	New	+$1.86K	﹤0.01%	631

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

Sugarloaf Wealth Management's ETJ Position: Q1 2023 in Review

Sugarloaf Wealth Management sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q1 2023, closing a stake of 327 shares — an estimated $2.45K sold.

Sugarloaf Wealth Management first reported a position in ETJ in Q4 2019 and held it in 13 quarters. The position peaked at $3K in Q3 2022. 89 funds tracked by Wall St. Rank hold ETJ as of Q1 2023.

Sugarloaf Wealth Management reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q1 2023 after selling out during the quarter.
Sugarloaf Wealth Management sold 327 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q1 2023, an estimated $2.45K.
Sugarloaf Wealth Management first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2019 and held it in 13 quarters.
Sugarloaf Wealth Management's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $3K in Q3 2022.
89 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q1 2023.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2023, filed 26 Apr 2023.