TWP
ETJ

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

TFO Wealth Partners’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
2021
Q2 		– Sell
-3,499
Closed -$38K – 124
2021
Q1 		$38K Buy
+3,499
New +$37K 0.01% 82

Other funds holding ETJ

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Osaic Holdings
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LPL Financial
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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

TFO Wealth Partners's ETJ Position: Q2 2021 in Review

TFO Wealth Partners sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q2 2021, closing a stake of 3,499 shares — an estimated $38K sold.

TFO Wealth Partners first reported a position in ETJ in Q1 2021 and held it in 1 quarter. The position peaked at $38K in Q1 2021. 87 funds tracked by Wall St. Rank hold ETJ as of Q2 2021.

  • TFO Wealth Partners reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q2 2021 after selling out during the quarter.
  • TFO Wealth Partners sold 3,499 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q2 2021, an estimated $38K.
  • TFO Wealth Partners first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q1 2021 and held it in 1 quarter.
  • TFO Wealth Partners's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $38K in Q1 2021.
  • 87 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q2 2021.

Based on TFO Wealth Partners's 13F filing for Q2 2021, filed 14 Jul 2021.