SAM
ETJ

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

Synergy Asset 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
2025
Q1 		– Sell
-1,100
Closed -$10.1K – 295
2024
Q4 		$10.1K Buy
+1,100
New +$10.2K ﹤0.01% 468

Other funds holding ETJ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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
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
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 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

Synergy Asset Management's ETJ Position: Q1 2025 in Review

Synergy Asset Management sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q1 2025, closing a stake of 1,100 shares — an estimated $10.1K sold.

Synergy Asset Management first reported a position in ETJ in Q4 2024 and held it in 1 quarter. The position peaked at $10.1K in Q4 2024. 92 funds tracked by Wall St. Rank hold ETJ as of Q1 2025.

  • Synergy Asset Management reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 1,100 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q1 2025, an estimated $10.1K.
  • Synergy Asset Management first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $10.1K in Q4 2024.
  • 92 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.