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

TD Private Client Wealth’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 Q2	–	Sell	-14,466	Closed	-$121K	–	1228
2024 Q1	$121K	Hold	14,466	–	–	﹤0.01%	657
2023 Q4	$113K	Hold	14,466	–	–	﹤0.01%	663
2023 Q3	$111K	Hold	14,466	–	–	﹤0.01%	628
2023 Q2	$119K	Hold	14,466	–	–	0.01%	632
2023 Q1	$115K	Hold	14,466	–	–	0.01%	631
2022 Q4	$108K	Hold	14,466	–	–	0.01%	617
2022 Q3	$120K	Hold	14,466	–	–	0.01%	590
2022 Q2	$121K	Hold	14,466	–	–	0.01%	588
2022 Q1	$143K	Hold	14,466	–	–	0.01%	588
2021 Q4	$155K	Hold	14,466	–	–	0.01%	580
2021 Q3	$155K	Hold	14,466	–	–	0.01%	565
2021 Q2	$167K	Hold	14,466	–	–	0.01%	547
2021 Q1	$156K	Hold	14,466	–	–	0.01%	534
2020 Q4	$150K	Hold	14,466	–	–	0.01%	516
2020 Q3	$138K	Hold	14,466	–	–	0.01%	494
2020 Q2	$138K	Hold	14,466	–	–	0.01%	486
2020 Q1	$120K	Hold	14,466	–	–	0.01%	474
2019 Q4	$135K	Buy	+14,466	New	+$135K	0.01%	490

Other funds holding ETJ

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

TD Private Client Wealth's ETJ Position: Q2 2024 in Review

TD Private Client Wealth sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q2 2024, closing a stake of 14,466 shares — an estimated $121K sold.

TD Private Client Wealth first reported a position in ETJ in Q4 2019 and held it in 18 quarters. The position peaked at $167K in Q2 2021. 89 funds tracked by Wall St. Rank hold ETJ as of Q2 2024.

TD Private Client Wealth reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q2 2024 after selling out during the quarter.
TD Private Client Wealth sold 14,466 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q2 2024, an estimated $121K.
TD Private Client Wealth first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2019 and held it in 18 quarters.
TD Private Client Wealth's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $167K in Q2 2021.
89 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q2 2024.

Based on TD Private Client Wealth's 13F filing for Q2 2024, filed 14 Aug 2024.